Edson Gallardo, CFP®, is the Director of Advanced Planning at Fidelity Investments. They have previously served as a Financial Services Representative and Teller at Westerra Credit Union, where they identified financial needs and sales opportunities for members. At Fidelity Investments, Edson held various roles, including Advanced Planning Analyst, Investment Management Consultant, Workplace Planning Consultant, and Investment Solutions Representative, leading estate planning discussions and providing expertise to high-net-worth clients. Edson is currently pursuing a Bachelor’s Degree in Finance at Metropolitan State University of Denver.
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