Alissa Burwick, CFP®, CRPC®, CWS®, is currently the Vice President and Financial Consultant at Fidelity Investments, a position they have held since 2023. Prior to this role, they served as a Financial Consultant at Fidelity Investments from 2020 to 2023 and as a VP-Financial Consultant at Charles Schwab from 2014 to 2020. With a BA in Business/Communications from Muhlenberg College and a Graduate Certificate of Advanced Study of Management from Northeastern University, Alissa possesses extensive expertise in financial consulting. Their career also includes roles at BTS Asset Management and Putnam Investments.
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