About David

David_Fisher_bioBeing a native Houstonian, David started fine tuning his business acumen and mathification skills in the Houston School System. Having been a pro football fan with the Houston Oilers since 1960, David lived and died every football season with the Oilers until 1996.  Now he just dies a little every week with the Houston Texans. David has been in the financial services profession since 1977. David studied accounting at the University of Texas. He was also a letterman on the 1974 Southwest Conference Championship basketball team where he won rave reviews for his bench warming abilities. David has held the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College since 1985. David has also successfully passed the Texas Real Estate exam. David is a member of the University of Texas “T” Association, Realtors Land Institute and numerous other organizations.

David has traveled the speaker’s circuit extensively. He was a featured speaker at Fortune magazine’s National Business Leadership Conference in Indianapolis a few years ago. Other speakers included LA Olympic Organizing Committee President Peter Ueberroth and former Ambassador to Mexico John Gavin. David spoke on the topic, “Turning Light Bulbs into Hamburgers, The Entrepreneurial Spirit.”  David was also privileged to have shared the platform with future House Ways and Means Chairman Congressman Bill Archer at the Third Annual Seminar for Advisors on Charitable Giving in Houston. Quite possibly David’s biggest achievement was getting a word or two in that panel discussion with 3 attorneys. David has also spoken in a number of states on a variety of topics including charitable giving, investments and real estate investing to CPAs, attorneys, other financial advisors and a variety of real estate professionals including commercial brokers, land/ranch brokers, qualified intermediaries and lenders.

David has had the honor to have been published in several local and national publications including The Endowment Review, Farm and Ranch Magazine, The Houston Apartment Association, Financial Services Times, The Houston Business Journal, Terra Firma; the national publication for the Realtors Land Institute and one of the most acclaimed international real estate magazines for the land, ranch and farm markets, Open Fences Magazine.

As a huge proponent of helping to educate kids who may not have had access to the best educational environments, David spent 40 straight semesters as a volunteer in the Houston school system through the national Junior Achievement program focusing on helping to educate minority kids about the business world and hopefully giving them the opportunity to compete favorably when their school careers were over. David also helped pay the college tuition for several students in the JA program and trained over a thousand volunteers to teach throughout the Houston school system as he did.

David has also helped raise countless dollars for many children’s charities such as Cystic Fibrosis Foundation, Juvenile Diabetes and the American Cancer Society. Being a cancer survivor, David’s “Team Fish” has been a well known one man team raising money for cancer at many Relay for Life events in Houston, Los Angeles and Malibu, yes Malibu. That was a tough one overlooking the Pacific Ocean!

David believes strongly that evolution is cruel to those that fail to adapt meaning that it is of vital importance to be aware of the changing business climate and how that affects their portfolio. He lives by the words of the late Winston Churchill, “A pessimist sees the difficulty in every opportunity, an optimist sees opportunity in every difficulty.”