Ivy Lau, CFP®, MBA, CPA, is currently the VP - Executive Planning Consultant at Fidelity Investments, a position they have held since 2018. They previously worked at Ernst & Young as a Financial Planner from 2012 to 2014 and had a brief tenure as a Senior Financial Analyst at Ayco, a Goldman Sachs Company, in 2015. Ivy's financial expertise also includes experience as an Investment Solutions Analyst at JPMorgan Chase & Co. in 2017. They earned a Master of Business Administration (MBA) from New York University in 2017 and hold Bachelor's degrees in Finance and Accounting from Rutgers University.
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