Zachary P.
Vice President Financial Consultant @Fidelity Investments
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WORK HISTORY
Vice President Financial Consultant @Fidelity Investments
Framingham, MA, US
EDUCATION
Sanford High School
Business Administration and Management, General
University of Maine
Bachelor of Science, Accounting and Finance
Yale School of Management
Certificate - Certified Private Wealth Advisor
University of Maine
Masters of Business Administration, Finance
Boston University
Certificate, Financial Planning and Services
ABOUT ZACHARY P.
As a VP Financial Consultant at Fidelity Investments, close to decade of experience in financial planning and wealth management. I hold certifications including Certified Private Wealth Advisor and multiple FINRA licenses, which equip me to guide clients in optimizing their financial plans to align with their goals. Dedicated to creating flexible and adaptable financial strategies, I collaborate with clients to address their unique financial aspirations and challenges. By fostering meaningful relationships, I aim to empower individuals to achieve their financial goals while navigating complex decisions with confidence.
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