Loay Hassan is a Fiduciary Financial Planner and Investment Analyst with a strong background in client relations, sales, and financial strategy. They ranked among the top three sales associates at Larry H. Miller Dealerships in 2022 before transitioning to Fidelity Investments, where they currently serve as a Workplace Planning Consultant after previously holding the role of Workplace Planning Associate. In 2023, they excelled as an Investment Advisor Representative at Alpha Wealth Funds, significantly growing assets under management and enhancing client understanding through comprehensive financial plans. Loay is pursuing a Master of Science in Finance at the University of Utah, following a Bachelor's degree in Personal Financial Planning from Utah Valley University.
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