Philadelphia, PA – May 8, 2025 – Wescott Financial Advisory Group LLC, proudly announces that Ollisha M. Fisher, Assistant Financial Advisor, has passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam, a significant milestone in her professional journey and a testament to her commitment to Wescott’s mission of delivering holistic, life-aligned wealth management. She will soon be able to utilize the prestigious designation once she completes the requisite hours of professional experience.
Awarded by the Certified Financial Planner Board of Standards, Inc., the CFP® designation is recognized as the gold standard in personal financial planning. It reflects a professional’s ability to meet rigorous education, experience, and ethical requirements—and to act as a fiduciary in placing clients’ best interests first across investment, tax, retirement, estate, risk management, and legacy planning.
“Ollisha’s achievement is a reflection of the intentional, client-centered approach we bring to every relationship,” said Carrie Delgott, President and COO of Wescott. “Her dedication to deepening her knowledge and earning this credential underscores her commitment to guiding clients through life’s financial decisions with care and clarity.”
As an Assistant Financial Advisor, Fisher works in partnership with the firm’s senior advisors to provide comprehensive wealth management and financial planning services. She plays a vital role in the preparation and ongoing management of financial plans, investment portfolio reviews, and strategic plan implementation. She is also a contributing member of Wescott’s Portfolio Strategy Group, Estate and Charitable Planning Group and serves on the firm’s Diversity, Inclusion & Belonging (DIB) Committee.
“We believe that great financial planning begins with understanding people—not just their portfolios, but their goals, values, and evolving circumstances,” added Delgott. “Ollisha embodies that belief. She not only impresses us with her technical expertise, but also her ability to meet clients with empathy and insight as their lives change.”
Prior to joining Wescott, Fisher worked as a Tax Transfer Pricing Associate at PricewaterhouseCoopers. She earned her BBA in Economics from Temple University and completed her financial planning certification through Howard University.
