Akshay Rao
Regional Center Planning Consultant @Fidelity Investments
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WORK HISTORY
Regional Center Planning Consultant @Fidelity Investments
Serve as a Chief of Staff within multiple Wealth Management teams in Fidelity\'s Wealth business unit. We provide planning and guidance interactions, oversee discretionary account management and focus on providing tailored retirement growth, income and protection solutions to our clients.
EDUCATION
Oak Park High School
High School Diploma
University of California, Berkeley
Political Science & Political Economy
ABOUT AKSHAY RAO
Firstly, I do not use AI to enhance my profile, I believe in the authenticity of my words, even if they are not optimally phrased. I\'m not here to self promote, simply to share who I am and what I do. If I am fortunate enough to meet you in-person, we will almost certainly have an interesting, thought provoking and nuanced discussion about all manner of topics. For instance, even though I wrote that AI didn\'t enhance my profile, how do you know for sure? That is pretty thought provoking right? Who I am: A Fidelity Investments financial planner with 8 years of experience in wealth management and trading (all the details are below). Depending on your stance, my wife and I are either the oldest Gen Zers or the youngest millennials. I am well aware of my flaws but also have many strengths. I am an optimist, even when it is inconvenient to be one, and will always maintain that the future is bright in spite of the civilizational challenges we have. What I do: I aim to improve society’s financial education, one interaction at a time, and have a documented history of developing financial plans for thousands of workplace plan (401k, 403B, etc.) participants. I now work as part of a wealth management team in our Westlake, Texas based facility (pictured in the header above) where we develop long term relationships with clients and provide holistic financial planning, and investment guidance.
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