Doug Wegman

Doug Wegman, CFP®, CPWA®, is a CERTIFIED FINANCIAL PLANNER® practitioner at Fidelity Investments, where they work with executives to optimize retirement savings and minimize tax liabilities. With a background as a financial analyst at PRA Health Sciences and Premier Research, as well as a senior finance business partner at Parexel, Doug has developed extensive expertise in financial planning. They have held various roles at Fidelity Investments, including Non-Qualified Plan Services Lead and Executive Planning Consultant. Doug is currently pursuing advanced education in wealth management and equity compensation at prestigious institutions such as Yale and Santa Clara University, driven by a passion for helping others achieve their financial goals through strategic planning and mentorship.