Alan C. Anderson, CFP®, has extensive experience in financial services, having held various roles at Fidelity Investments and TD Ameritrade. Key positions at Fidelity include VP, Regional Planning Consultant, where Alan provided coaching for associates to enhance financial planning services, and Financial Planning Consultant, focused on driving sales of financial products and building customer relationships. Alan also has experience as an Investment Consultant at TD Ameritrade, managing client assets and facilitating discretionary management. Educational qualifications include a Bachelor of Science in Recreation Management & Youth Leadership from Brigham Young University and an Associate of Arts in Communications from Snow College.
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