Lisa LaPierre, CFP® ChFC®, serves as the Vice President and Wealth Planner at Fidelity Investments, where they focus on creating customized wealth plans with a family-oriented approach. They have been with Fidelity since 2008, holding various roles, including proactive sales and service representative, and have achieved recognition as a member of the President's Circle in 2019 for excellence in client relationship and support. Lisa is currently pursuing further education at the University of New Hampshire.
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