Jeremiah Bartlett, CFP®, is the Vice President and Executive Planning Consultant at Fidelity Investments, a role they have held since 2021. Previously, they served as a Senior High Net Worth Wealth Management Consultant at Vanguard from 2014 to 2018, where they managed a substantial portfolio of clients and coached a team to achieve high lead generation. Jeremiah also worked as Google's Retirement Planner and Financial Benefits Concierge, providing financial guidance to employees and collaborating with HR to enhance engagement. They earned a Bachelor's degree in History and Sociology from the University of Wisconsin-Eau Claire.
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