Christopher W. Lai, CFP®, ChFC®, CPWA®, is currently a Vice President and Wealth Planner at Fidelity Investments, where they have been since 2018. With over 10 years of experience in the financial services industry, they specialize in working with affluent households as a trusted advisor in all aspects of financial planning. Christopher has previously held roles such as Private Wealth Management Relationship Manager, Wealth Manager at USAA, and Assistant Manager Sales at JPMorgan Chase & Co. Their passion lies in understanding clients' unique goals and concerns to create impactful, action-driven financial plans.
This person is not in the org chart
This person is not in any teams
This person is not in any offices