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.

The Fish Group is extensively involved in their clients' life. They assist clients through various life stages including retirement, wealth accumulation and distribution, selling of a family business or other liquidity events. They help families send their children to institutions of higher education. They 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 Consultant, and Certified Special Needs Advisor (CSNA) has helped clients manage their wealth for over twenty-seven years. Jennifer is a committed philanthropist and gives back as both a volunteer and benfactor. 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 Womens 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. Jennifer is an advisory board member of the Wardrobe for Opportunity and a volunteer for the annual Oakland Museum White Elephant sale. She lives in Oakland with her teenaged son, rescue cat and chocolate lab.

Douglas Fish, Senior Financial Advisor, Certified Financial Manager (CFM), Certified Special Needs Advisor (CSNA) 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 to meet their family goals. 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 a degree in Engineering and MBA. He lives in Walnut Creek with his wife and two daughters. They can often be found supporting their daughters' sports teams at Northgate High School tennis tournaments and swim meets.

Angela Berry, Certified Special Needs Advisor (CSNA), is an energetic financial advisor with over 7 years of experience in the financial services industry. Angela's goal is to be the designated financial life planner in the Pacific West. She excels with enabling individuals and couples to achieve their financial goals. Angela has a unique and first hand perspective on achieving financial independence. She is an entrepreneur having owned and managed investment properties in Arizona and Hawaii, as well as a growing residential cleaning service. Angela is dedicated to educating and empowering her clients to provide knowledge and understanding of the financial planning process. Angela is a founding member of the Oakland Rainbow Chamber of Commerce, on the Board of Directors for the Horizons Foundation and an active member of NCLR. When Angela is not working with clients you can find her at the golf course working on her short game.

Candice Wiegand is a Senior Client Associate, Certified Special Needs Advisor (CSNA) and Chartered Retirement Planning Counselor (CRPC®) who has been with Merrill Lynch since 2003. Her experience includes foreign currency trading for institutional clients as well as individual wealth management. She graduated from UC Davis and lives in Walnut Creek. She enjoys music, dancing, and showing off her culinary skills when entertaining friends and family.