Grant Stephens, CFP®, is currently a Vice President and Financial Consultant at Fidelity Investments, where they educate and empower clients on retirement, wealth, and estate planning. Prior to this role, Grant served as a Financial Consultant and Regional Planning Consultant at Fidelity from 2013 to 2016. Between 2009 and 2012, Grant was a Partner at New York Life, focusing on recruiting and developing new insurance and financial professionals. Additionally, Grant worked as a Financial Services Professional at New York Life from 2003 to 2009, assisting small business owners and individuals in achieving their financial goals. Grant is pursuing a Bachelor of Science degree at Brigham Young University.
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