Zachary Cleveland
Planning Consultant @Fidelity Investments
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WORK HISTORY
Planning Consultant @Fidelity Investments
Chandler, AZ, US
As a Planning Consultant, I work closely with clients to design and implement personalized financial plans that reflect what matters most to them. My role focuses on helping individuals gain clarity, confidence, and direction in their financial lives through thoughtful planning and ongoing partnership.
EDUCATION
Arizona State University
Bachelor of Business Administration - BBA, Business Administration and Management, General
Chandler/Gilbert Community College
Associate's degree, Business Administration and Management, General
ABOUT ZACHARY CLEVELAND
I help clients turn their goals and values into clear, actionable financial plans.As a Planning Consultant at Fidelity Investments, I partner with individuals to design and implement personalized financial strategies that bring clarity and confidence to complex decisions. My focus is on thoughtful planning, clear communication, and long-term client relationships built on trust.I’m passionate about helping people understand their financial picture and move forward with a plan they feel confident in.
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