Bogdan Shostak, ChFC®, CLU®, FSCP®, currently serves as a High Net Worth Service Associate at Fidelity Investments since July 2025. Prior experience includes roles as a Quality Control Underwriter Intern at The Word & Brown Companies from August 2023 to December 2023, where significant contributions were made towards quality assessments and reporting. Additionally, Bogdan worked as a Registered Representative at NYLIFE Securities LLC from May 2024 to September 2024, as a Financial Services Professional at New York Life Insurance Company from September 2023 to September 2024, and as a Wealth Management Advisor at WestPac Wealth Partners from November 2024 to May 2025. Bogdan is an alumnus of Corona Del Mar High School.
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