Kris O'Connell CPFA

Director, Retirement Planner

Kris O'Connell CPFA® is currently a Director, Retirement Planner at Fidelity Investments, having joined the company in 2024. Previously, they served as a Financial Advisor at SagePoint Financial from 2018 to 2021. Kris also worked as a Private Tutor at Texas State University from 2016 to 2018, where they obtained a Bachelor of Business Administration in Finance in 2018.

Location

Houston, United States

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