Financial advisor specializing in retirement planning in Orlando and Central Florida, with featured media logos.

About Roger Fishel, Your Orlando Retirement Coach

For over 20 years I have helped families plan for retirement. Today I work directly with pre-retirees and retirees across Orlando, Central Florida, and nationwide by video, building one clear plan for income, taxes, Social Security, and healthcare.

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Years of experience

0 +

Went fully independent

2021

Client solutions guided

0 s

AS FEATURED IN

CBS News • Kiplinger • MSN • Yahoo Finance • AOL Money • Retirement Living Magazine

Recent Media Publications

How to give the gift of life insurance

Key Factors For Retiring in Florida

When Spouses Clash on Retirement Age

9 Money Traps To Avoid If You Live on Just a Social Security Check

7 Unusual Ways To Cut Your Cost of Living in Retirement

From the Boardroom to the Kitchen Table

Maryland Roots, National Experience

I started my first business as a college freshman at the University of Maryland, and that work ethic never left me. I spent 20 years building and leading financial advisory offices up and down the East Coast. In 2017 my career brought me to Tampa, Florida, where I led a major regional office.

Why I Went Independent

After two decades of hiring and training other advisors, I realized I missed the part I loved most, sitting across from real people and helping a plan finally click. In 2021 I stepped away from the corporate world to give unbiased, lifetime financial advice directly to families. No corporate scripts, just honest strategy.

Life Beyond the Numbers

When I am not working on client strategies, you will find me on the water boating or jet skiing, or on the basketball court. I have embraced the Florida lifestyle, but my heart still beats for the Baltimore Ravens.

Financial advisor Roger Fishel meeting with a mature couple in an elegant dining room, discussing retirement planning over drinks.

Why Retirees Choose Roger Fishel Financial

Providing the clarity, specialized expertise, and personal service you need to navigate retirement with absolute confidence.

Independent and Unbiased

I have no ties to banks, brokerages, or insurance companies, so my advice serves you and no one else.

Social Security Expertise

I know the claiming rules and spousal options that help you get the most lifetime benefit.

Retirement Income Specialist

I turn your savings into reliable, lasting income, not just a pile of accounts.

Education First

I teach before I advise, so you understand every decision behind your plan.

Local and Virtual

Meet in person in Orlando or online from anywhere in the country.

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WHAT MAKES US DIFFERENT

Retirement Advice Built Around You, Not a Sales Script

We take pride in setting ourselves apart from conventional advisors. Financial planning is not one-size-fits-all. Our commitment to transparency, integrity, and education means you always understand your plan and feel supported at every step.

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Who I Help Across Orlando and Central Florida

Tailored retirement planning designed for the unique milestones of life in the Sunshine State.

Pre-Retirees

Grow and protect your savings while you prepare for the transition.

Retirees

Replace market anxiety with income you can count on for life.

Snowbirds

Coordinate multi-state taxes and portable healthcare across two homes.

Families

Protect the people you love with coordinated planning and insurance.

Ready to take control of your financial future?

Contact us to schedule a visit and learn how we can help you reach your goals with a customized financial plan. Let us help you navigate the complexities of your financial world, so you can focus on what matters most.