Philip Fish

Philip Fish Vice President Sandy Spring Bank Certified Financial Planner
CERTIFIED FINANCIAL PLANNER™
,
Vice President

Bio

“It is my mission to assist my clients with Transition Planning: the combination of financial, retirement, and estate planning strategies to help prepare them, their family and their decision makers for the three major transitions in their life – Retirement, Incapacity, and Death.”

Areas of Specialty

  • Transition Planning
  • Intergenerational Wealth Transfers
  • Estate Planning
  • Risk Management
  • Professional Asset Management

Background and Credentials

  • Financial professional since 1988 – investment, insurance and trust services.
  • Speaks publicly throughout the area on various financial topics.
  • Bachelor of Arts in Economics from St. Mary’s College of Southern Maryland.
  • Obtained CFP® designation in 2000