Daniel Gallagher, CFP®, CPWA®, is currently the Vice President and Wealth Planner at Fidelity Investments. Prior to this role, they served as a Portfolio Specialist at Fidelity from 2014 to 2018 and as a Wealth Management Advisor at TIAA-CREF from 2006 to 2014. Daniel holds a Bachelor of Science in Finance from Colorado State University and an MBA in Accounting and Finance from Regis University.
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