Our Story
Fisch Wealth Management Group was built to serve clients across generations through a unified team structure grounded in trust and continuity. We collaborate internally on every relationship, combining experience levels and viewpoints to deliver balanced, well-considered advice.
Paul Fisch
Managing Director - Investment Officer
Senior PIM Portfolio Manager
Managing Director – Investment Officer
Senior PIM® Portfolio Manager
215-340-3290
paul.fisch@wellsfargoadvisors.com
215-608-7459 (text)
With over 30 years of industry experience Paul provides comprehensive investment and estate planning strategies for individuals and small business owners.
Paul Fisch serves as a Managing Director – Investment Officer and Senior PIM® Portfolio Manager with Fisch Wealth Management Group of Wells Fargo Advisors. He works with a limited number of clients so he can dedicate meaningful time and attention to their individual needs. His work with clients often includes investment advice, access to lending products and services through Wells Fargo affiliates, and coordination of customized estate and wealth planning strategies.
Paul’s interest in investing began at an early age when he listened to his father discuss stocks, CDs and IRAs around the family dinner table. That early exposure to financial markets ultimately led Paul to join the industry and later form Fisch Wealth Management Group of Wells Fargo Advisors alongside his father, Barry. Paul began his career as a Financial Advisor with Prudential Securities in Bala Cynwyd, Pennsylvania, where he developed his foundational investment knowledge. In 2005, he joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors.
Building meaningful relationships with families and business owners is central to his practice. He takes time to understand each client’s priorities and works with them to design strategies aligned with their long-term financial goals. His work focuses primarily on estate and retirement planning strategies, approaching each relationship with a comprehensive, “bird’s-eye view” of a client’s financial life. One principle he often shares with clients is the
importance of maintaining a long-term investment perspective. Discipline, patience and perspective are often key to achieving sustainable financial outcomes.
A former competitive swimmer, Paul swam locally at Germantown Academy and later as a scholarship athlete at Indiana University in Bloomington. The discipline and perseverance he developed through athletics continue to influence the way he approaches investing and long-term planning with clients. Outside the office, Paul enjoys spending time with his wife, Wendi, and their two adult children. Their daughter is pursuing an acting career in New York City, and their son is working toward his PhD at Columbia University. Paul and Wendi enjoy traveling and experiencing new cultures together. Paul also enjoys swimming, working out, and cooking. He has participated in local cooking classes that raise funds for charitable organizations and volunteers with Rotary International, supporting projects focused on clean water initiatives. Paul and Wendi have been married for over 30 years. They maintain their primary residence in Pennsylvania and a secondary home in New York City.
CA Insurance License Number: 0L10000. Resident State PA
12025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. View Additional Disclosures
2The Five Star Wealth Manager award was issued on 11/01/2024 by Five Star Professional (FSP) for the time period 02/13/2024 through 08/30/2024. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered
investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is
there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 4,532 Philadelphia-area wealth managers were considered for the award; 303 (7% of candidates) were named 2024 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
Award issued on 11/1/23 by Five Star Professional (FSP) for the time period 2/13/23 through 8/31/23. 3,885 Philadelphia-area wealth managers were considered for the award; 328 (8% of candidates) were named 2023 Five Star Wealth Managers.
Award issued on 11/1/22 by Five Star Professional (FSP) for the time period 2/21/22 through 8/19/22. 3604 Philadelphia-area wealth managers were considered for the award; 305 (8% of candidates) were named 2022 Five Star Wealth Managers.
Award issued on 11/1/21 by Five Star Professional (FSP) for the time period 01/18/2021 through 09/3/2021. 3576 Philadelphia-area wealth managers were considered for the award; 310 (9% of candidates) were named 2021 Five Star Wealth Managers.
Award issued on 11/1/20 by Five Star Professional (FSP) for the time period 02/10/2020 through 09/11/2020. 4148 Philadelphia-area wealth managers were considered for the award; 366 (9% of candidates) were named 2020 Five Star Wealth Managers.
Award issued on 11/1/19 by Five Star Professional (FSP) for the time period 02/11/2019 through 09/20/2019. 3910 Philadelphia-area wealth managers were considered for the award; 437 (11% of candidates) were named 2019 Five Star Wealth Managers.
Award issued on 11/1/18 by Five Star Professional (FSP) for the time period 02/20/2018 through 09/19/2018. 3721 Philadelphia-area wealth managers were considered for the award; 439 (12% of candidates) were named 2018 Five Star Wealth Managers.
Managing Director - Investment Officer
Senior PIM Portfolio Manager
Christopher J. Koehler
First Vice President - Investments
Fundamental Choice Portfolio Manager
First Vice President – Investments
Fundamental Choice® Portfolio Manager
215-340-3291
christopher.j.koehler@wellsfargoadvisors.com
267-508-7733 (text)
Chris provides comprehensive investment and estate planning strategies for individuals, families, and small business owners, helping them navigate complex financial decisions with a thoughtful and personalized approach.
At Fisch Wealth Management Group of Wells Fargo Advisors, Chris Koehler works closely with individuals, families and business owners to develop customized strategies that integrate investment management, lending solutions through Wells Fargo Affiliates¹ and estate considerations within a broader wealth framework. In addition to managing client relationships, he oversees the team’s derivative trading and alternative investment strategies.
With more than 22 years in the financial services industry—including 13 years as a financial advisor—he brings both professional experience and personal perspective to the families he serves. Over the course of his career, he has developed a deep appreciation for the role a trusted advisor can play during both prosperous and challenging periods.
His commitment to this profession was shaped by a deeply personal experience. While in college, his father passed away unexpectedly. During that difficult time, he witnessed firsthand the meaningful role his family’s financial advisor played in helping his mother navigate the estate process while also providing guidance and reassurance. That experience revealed the lasting value of thoughtful financial advice and ultimately inspired him to pursue a career helping families plan for their futures.
Today, his approach to wealth management extends far beyond portfolio management alone. Building long-term relationships with clients and understanding the motivations behind their financial decisions are central to his philosophy. By gaining insight into each family’s priorities and values, he works to provide guidance tailored to their individual goals and comfort level.
He often reminds clients that while the best time to begin planning may have been years ago, the second-best time is today. In many ways, he views his role as a “Personal CFO,” helping coordinate decisions across multiple aspects of a client’s financial life—from investment strategy and lending considerations to insurance planning, education funding and other important financial priorities.1
An early fascination with financial markets began during high school and college, sparked by curiosity about how markets function and how disciplined strategies can influence long-term outcomes. He attended Villanova University and Cabrini University, earning a degree in Finance and Business Administration.
Prior to becoming a financial advisor, he spent six years with Berkshire Hathaway HomeServices and The Trident Group as a Senior Residential Loan Originator. He later joined Wells Fargo Private Bank as a Private Mortgage Banker, where he worked alongside experienced wealth advisors and planners. These early career experiences
helped shape his understanding of how investment strategy, lending and long-term planning come together within a comprehensive wealth strategy.
Chris lives in Conshohocken, Pennsylvania, with his wife and their two children, Scarlett and Jackson. Outside the office, he enjoys working out, playing golf, hunting and following Philadelphia sports teams. He is also active in community service, volunteering with Delaware County Special Olympics and the Philadelphia branch of Habitat for Humanity and has participated in fundraising efforts supporting the Wounded Warrior Project.
CA Insurance License Number: 4283912. Resident State PA
1Bank products and services are available through Wells Fargo Bank, N.A.Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states.
Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential
mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
named as one of the Forbes Best-In-State Wealth Management Teams 2023, 2024, 2025 and 20261
1 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. See additional award disclosures. (https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes
First Vice President - Investments
Fundamental Choice Portfolio Manager
George Walloff
Associate Vice President - Investments
Financial Advisor
Associate Vice President - Investments
Financial Advisor
(215) 340-3292
george.walloff@wellsfargoadvisors.com
As Associate Vice President – Investments and Financial Advisor, George provides comprehensive investment planning designed to help clients pursue their financial goals.
George takes a thoughtful, relationship-driven approach to wealth management, working closely with individuals, families and business owners to develop strategies aligned with their unique goals, priorities and risk tolerance. For more than a decade, he has helped clients navigate changing market environments and address complex financial decisions by focusing on each client’s individual circumstances.
With 16 years of experience in financial services—including the past 10 years as a financial advisor—he is passionate about helping families translate their financial goals into clear, actionable strategies. His work is grounded in careful analysis, disciplined portfolio management and consistent communication designed to help clients stay focused on their long-term objectives.
George specializes in comprehensive wealth management, including investment strategy, retirement income planning, estate planning strategies, college funding and philanthropic planning. He works with individuals, families and small business owners to develop customized approaches designed to grow, preserve and transition wealth thoughtfully over time. At the center of his practice is a commitment to long-term relationships built on trust and understanding. By taking time to learn what matters most to each client, he strives to provide guidance through important life decisions and evolving market cycles with clarity and perspective.
His career began at Morgan Stanley, followed by a role at First Niagara Bank. He later joined Wells Fargo, where he worked with affluent clients on the banking side before transitioning to Wells Fargo Advisors, where he has spent the past seven years serving clients through a comprehensive advisory platform.
Before entering the financial services industry, George earned a B.A. in Journalism from Ithaca College and spent 12 years in broadcast journalism as a Sports Producer for WCAU-TV NBC10 and WPHL-TV WB17 in Philadelphia. His background in journalism strengthened his ability to communicate complex ideas clearly—an approach he
continues to bring to his work with clients today.
Outside the office, George enjoys staying active and spending time with his family. A native of Ocean City, New Jersey, he and his wife, Alyssa, live in Furlong, Pennsylvania, with their two sons, Andrew and Matthew, and their dog, Cooper. Family time, trips to the beach, travel and sports are among his favorite ways to spend time away from the office.
CA Insurance License Number 4264177. Resident State: PA
1 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. See additional award disclosures. (https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes
Associate Vice President - Investments
Financial Advisor
Client Associate
Phone: 215-230-2879
rebecca.bergmaier@wellsfargoadvisors.com
Rebecca (Becky) serves as a Client Associate at Fisch Wealth Management Group of Wells Fargo Advisors, supporting clients and advisors with a focus on responsive service and day-to-day operational coordination.
She joined the team in June 2025 and is committed to building strong relationships while helping clients navigate their financial lives with a thoughtful, service-oriented approach. In her role, Becky assists with client service requests, supports account maintenance, and helps guide clients through digital tools and e-communication platforms to enhance their overall experience. She is currently pursuing her securities registrations while continuing to develop her knowledge through hands-on experience and mentorship from the team.
Prior to joining the firm, Becky gained valuable experience in client-facing and service-driven environments. She served as a Guest Services Intern with Xanterra Travel Collection, with time spent in both Yellowstone National Park and the Grand Canyon. These roles strengthened her ability to anticipate needs, communicate effectively, and deliver a high level of service in dynamic settings.
Becky graduated from Temple University in May 2025 with a Bachelor of Business Administration from the Fox School of Business. During her time there, she served as President of Net Impact, a corporate social responsibility organization, and worked as a social media intern for the Fox School of Business.
Outside of the office, Becky is passionate about environmental sustainability and community involvement. She regularly participates in local clean-up initiatives and volunteers with community gardens and food banks. She enjoys hiking, camping, and spending time outdoors—particularly at Rocky Mountain National Park—and closer to
home, kayaking and walking at Peace Valley.
A lifelong resident of Bucks County, Becky values being part of the local community and enjoys spending time with family and friends.
Client Associate