JI

John Israel

Vice President, Financial Consultant

John Israel, ChFC®, CFP®, is a Vice President and Financial Consultant at Fidelity Investments, where they focus on helping clients achieve their financial goals. With a career in financial services that began in 1999, John has held various roles including Treasury Operations Specialist at American Express and Internal Audit Manager at Groupe Crédit Agricole. They also served as a Brokerage Consultant at Wells Fargo Advisors, contributing to customer relationship management and financial planning. John holds multiple certifications, including Certified Financial Planner and Certified Internal Auditor, and continues their education at Kaplan University.

Location

San Ramon, United States

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