Venkat Yarlagadda is an Investment Advisor Representative (series 65) and is located in IFA’s Manhattan branch office. A seasoned financial professional, Venkat is committed to servicing the financial services needs of the New York tri- state area. Venkat specializes in offering customized and personalized investment advisory services to individuals, 401(k) plans, pensions, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

Venkat was previously employed and consulted at Fortune 500 firms, including Bell South, Honeywell, McGraw-Hill and Oracle, as well as several technology start-up firms. Venkat has a B.S. Degree in Computer Sciences & Engineering from Bangalore University, India, with a specialization in Operations Research & Statistics.

Venkat lives in Queens, NY with his wife and son.

Ted Fischer manages IFA’s Westlake Village, California office. With more than 17 years of experience, Ted advises clients regarding risk-appropriate investments for long-term wealth management. Prior to joining IFA, Ted assisted private clients in the formation of financial strategies to maximize their investments. Additionally, he served as a Senior Investment Consultant and a Life/Health agent for both Charles Schwab and Wells Fargo Securities.

Ted has particular expertise in retirement planning, estate planning and investment analysis. He is devoted to learning the unique needs of each client and providing them with an individualized investment plan to achieve their personal goals.

Ted graduated from San Diego State University with a Bachelor of Science in Marketing, with a minor in Finance. Ted is an Investment Advisor Representative with a Series 65 license.   

Ted is an avid sports enthusiast who enjoys mountain biking, snow skiing, coaching soccer, and spending time with his family. He lives in Newbury Park with his wife and two daughters.