Brian Fischer, CFP®, ChFC®, CLU®, AAMS
Brian has been in the financial planning and investment management business since 1982. He specializes in the investment analysis, taxation, and retirement areas of the financial planning process.
Brian has received his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Certified College Planning Specialist (CCPS), and Accredited Asset Management Specialist (AAMS) credentials. He has been admitted to the Registry of Financial Planning Practitioners as a member of the Financial Planning Association (FPA). He holds FINRA Series 7, 24, 26, and 63 securities registrations through Commonwealth Financial Network®, as well as various insurance licenses. Brian received his bachelor's degree in finance and economics from Pace University, Pleasantville, New York.
Brian is a member of the Clinton Sunrise Rotary Club. He is very involved in the Rotary Homes of Hope project, which provides housing and other assistance to those less fortunate in Ecuador. He was recognized as District 7510's Man of the Year in 2008.
Brian Fischer is proud to have been recognized as a President's Club advisor for 2012—a distinction attained by just 9 percent of advisors affiliated with Commonwealth Financial Network.
Scott Cooper, CFP®, CFS®, CLTC
Principal, Vice President
Scott has been in the financial planning and investment management business since 1990. He specializes in the wealth accumulation, preservation, and distribution phases of the financial planning process. Scott also has an extensive background in life, disability, and long-term care insurance planning, as well as estate planning.
Scott has received his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Certified Fund Specialist® (CFS®), and Certified in Long-Term Care (CLTC) degrees. He holds FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network®, as well as various insurance licenses. He is a member of the Financial Planning Association (FPA). Scott earned his bachelor's degree in accounting from Albright College in Reading, Pennsylvania, and spent four years in public accounting prior to joining Economic Concepts.
A native of Hunterdon County, New Jersey, Scott is actively involved in coaching youth sports. He enjoys golfing, snowboarding, and traveling with his wife, Patty, and their sons, Nicholas and Matthew. In 2004, Scott reached the summit of Mount Rainier in Washington State.
Scott Cooper is proud to have been recognized as a Summit Club advisor—a distinction attained by just 20 percent of advisors affiliated with Commonwealth Financial Network during 2013.
Client Services Manager
Nancy oversees operational issues, including new accounts, account transfers, trading, customer service, account maintenance, and compliance. She has been in the banking and financial services industry since 1988. Her experience prior to joining Economic Concepts in 2006 includes Merrill Lynch and Copeland Companies in the areas of account and client services. Nancy holds the FINRA Series 6, 7, and 63 securities registrations and is a Registered Staff Member of Commonwealth Financial Network®. She graduated from Kean University with a BS in management.
Linda joined Economic Concepts in 2001. She may be the first voice you hear when calling our office. Linda manages Brian's and Scott's calendars, maintains client files and directories, provides client service backup, and fields client administrative questions and concerns.
Financial and IT Operations
Sy joined Economic Concepts in 2001. He works at keeping both our financial records and our office technology in order. Sy manages our information technology systems, assists with client account data, and client service, as well as maintaining our internal corporate bookkeeping. In his prior life, Sy was a high school teacher for more than 30 years.