Spencer Shefa

Planning Consultant - Fidelity Investments

Role: Planning Consultant at Fidelity Investments
Location: Los Angeles, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Planning Consultant
Fidelity Investments
Jun 2025 — Present

Education

University of Southern California
Bachelor's degree
2014 — 2018
Harvard Business School Online
Business Analytics, Economics, and Financial Accounting
2022 — 2022

Contact information

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Work email
s••••••••@fidelity.com
Personal email
•••••@•••••.com
Direct dial
+18•••••••95

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Current company

Fidelity Investments

Financial Services · 85K employees · Founded 1946 · Boston, Massachusetts, United States

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

fidelity.com

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Experience

Planning Consultant

Education

University of Southern California

Harvard Business School Online

Find verified contacts for anyone on LinkedIn