Alan Popowski, CFP®, is currently a Vice President and Wealth Planner at Fidelity Investments, where they partner with families to enhance their financial confidence through holistic planning. Previously, Alan served in various roles at Fidelity, including Assistant Branch Manager and Branch Leader, where they focused on branch effectiveness and client financial planning. Alan's career began at David Lerner Associates, Inc. as a Financial Counselor, and they also worked as a Financial Consultant at Laidlaw & Company UK Ltd. Alan holds a Bachelor of Arts in Marketing from Roger Williams University and is pursuing a Financial Planning Certificate at Bryant University.
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