Hank Hasler, CFP®, CPWA®, is an Advanced Planning Analyst at Fidelity Investments, where they collaborate with Fortune 500 executives and their families to create personalized financial plans. Their expertise includes maximizing executive benefit packages, navigating equity compensation, and implementing tax-efficient investment strategies. With a background as a Munition Systems Technician in the United States Air Force from 2014 to 2020, Hank transitioned to various roles at Fidelity Investments, focusing on financial consulting and relationship management. They are currently pursuing a CPWA® certification at The University of Chicago Booth School of Business and a Bachelor of Science degree at Wilmington University.
Location
Edmond, United States
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