Tad Lutz
VP, Financial Consultant at Fidelity Investments
- Role
- VP, Financial Consultant at Fidelity Investments
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Tad Lutz
I have eighteen years of experience in wealth management with the majority of that time focused on retirement planning and investment strategies. I help my clients plan for future goals, implement appropriate investment portfolios, and understand tax efficient investment solutions.
Experience
VP, Financial Consultant
Dec 2011 — Present · Lynnwood, WA, US
I am responsible for building productive relationships with Fidelity\'s high net worth clients. My primary role is to serve my clients by offering them a single point of contact for all of their investment, planning, and guidance needs. This includes working directly with clients on their retirement, non-retirement, brokerage and cash accounts.
Education
Central Washington University
B.S.
Skills
- Word
- Bonds
- Strategic Financial Planning
- Asset Management
- Wealth Management Services
- Financial Planning
- Asset Managment
- Microsoft Excel
- Asset Allocation
- Mutual Funds
- Excel
- Account Management
- Stocks
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