PROFESSIONAL PROFILE

The Fish Group has over 40 years of professional financial service experience. They deliver total value through a passion and commitment to proven wealth management planning, professional investments and financial solutions. Their ability to offer a full array of professional services allows them to streamline their clients' often complex financial situations. Their goal is to assist clients make financial decisions that enable them to realize their dreams.

They are extensively involved in their clients' life and assist clients through various life stages including retirement, wealth accumulation and distribution, selling of a family business or other liquidity events. They have assisted families send their children to institutions of higher education, establish philanthropic giving strategies and thoughtfully advise clients during life's most difficult stages such as a death in the family or a divorce.

Jennifer S. Fish, Vice President, Senior Financial Advisor, and Certified Special Needs Advisor (CSNA) has helped clients realize their financial goals for twenty-nine years. Jennifer is active in many nonprofit organizations. She founded the Starfish Foundation that supports numerous causes including a low-income Richmond elementary school, a garden classroom in Burton Valley Elementary school, SPCA, Economic Development and Justice Fund of the Women's Foundation, Contra Costa Interfaith Transitional Housing, Women's Initiative and Women's Cancer Resource Center. Jennifer also sponsors a Women Presidents’ Organization chapter. Jennifer organizes friends, family and Temple members to collect and wrap hundreds of gifts for Santa to deliver to homeless families who live at Temple Isaiah during the Christmas holidays. She has collected thousands of books for Children's Book Project. She lives in Oakland with her rescue cat and chocolate lab.

Douglas Fish, Senior Financial Advisor, Certified Financial Manager (CFM), Certified Special Needs Advisor (CSNA), Wealth Management Advisor (WMA) and Chartered Financial Consultant (ChFC®) joined Merrill Lynch in 2002. As an entrepreneur and executive in the US and abroad, Douglas has funded and managed numerous technology companies. He leverages his extensive business experience to enable clients to create and implement personal financial plans. Douglas is devoted to educating and empowering his clients so they can make informed decisions to achieve their family's financial goals. Douglas graduated from Washington University in St. Louis with degrees in Engineering and MBA. He lives in Walnut Creek with his wife and two daughters. Douglas can often be found supporting his daughters' sports teams at Northgate High School tennis tournaments and swim meets.

Kate Wiegand is a Registered Client Associate who previously worked with Merrill Lynch’s San Francisco Institutional Advisory Division. She graduated from UC Davis with a major in English and minor in Sociology. Kate has recently become involved in fundraising for the largest source of nonprofit funds dedicated to the fight against breast cancer in the world, the Susan G Komen 3-day for the Cure, and will be supporting and helping her sister train for 2010 race. She enjoys live music, reading, baking, road trips and puzzles of any kind and currently lives in Pleasant Hill with her two fish.