Phillip H.
Financial Advisor Personal Advisor Wealth Planning and Investment Strategies @Fidelity Investments
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WORK HISTORY
Financial Advisor Personal Advisor Wealth Planning and Investment Strategies @Fidelity Investments
Sacramento, CA, US
I bring years of industry and life experiences and my passion for helping people to assist clients and their families with their wealth planning needs. Together, we will collaborate to create, implement and monitor a strategy that is aligned to their individual goals and dreams. This approach, along with Fidelity\'s resources, enable me to guide clients to feel more confident and to make smart decisions for a healthy financial future.
EDUCATION
University of Southern California
Bachelor of Arts - BA
University of Oregon
Bachelor's degree
New York University
Master's degree
ABOUT PHILLIP H.
I am a tenacious and solutions oriented relationship manager with an extensive network…
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