Erik Fischer, CFP®, RICP®, TPCP®

Questioner
DISC Type : c

Co-Founder at GoldFisch Method

Sarasota, Florida, United States

Overview

Erik Fischer is a Managing Director and Certified Financial Planner™ at MassMutual, specializing in retirement income and wealth-building strategies. A graduate of the University of Marylands Robert H. Smith School of Business, he leverages his expertise to help clients prepare for their financial future, including navigating the complexities of college funding.

Originally from Tampa, Erik now lives in Sarasota with his wife, Melanie, and their two daughters, Shayla and Devy. He enjoys spending his free time outdoors with his family and friends. His career has also taken him to Washington D. C. and New York City before returning to Florida.

He serves on the board of directors for four different Tampa Bay area non-profit organizations, including the Round of a Lifetime Foundation.

Personality Overview

Not Easily Convinced

Value Seeker

Cautious & Analytical

They are more likely than others to negotiate on pricing and terms.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Retirement Income
As a Retirement Income Certified Professional®, his primary focus is creating sustainable income streams for clients in retirement.
College Funding
As a Regional Vice President for The College Funding Coach, he has authored articles and helps families navigate paying for higher education.
Community Involvement
He is highly active in his local community, serving as a board member for four Tampa-based non-profit organizations.

Media Appearances

Erik has no verified media appearances

Work History

1-2025
Co-Founder at GoldFisch Method
2-2020
Managing Director, Certified Financial Planner ™ Professional at MassMutual
4-2019 - 2-2020
Vice President, Certified Financial Planner ™ Professional at Mezrah Financial
2-2018 - 6-2022
Regional Vice President at The College Funding Coach
1-2015 - 3-2019
Certified Financial Planner ™ Professional at Interlink Wealth Management

Education

2004 - 2008
Bachelor of Science (B.S.) from University of Maryland - Robert H. Smith School of Business
Education details unavailable from Berkeley Preparatory School

More Information

Social Presence :

Prographics :

Exp : 17 Location : Sarasota, Florida, United States Job Level : Leadership Designation : Co-Founder at GoldFisch Method
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Insights For Selling To Erik

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Back up any claims with data and numbers
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Erik is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Erik

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Erik move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Erik take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Erik

Personality Compatibility


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