Marc Steinberg is a Vice President and Financial Consultant at Fidelity Investments, bringing 15 years of diversified financial services experience, including financial and retirement planning, private wealth management, and trading. They have previously held senior roles at TD Ameritrade, where they specialized in helping clients achieve their financial goals and earned multiple awards for performance, including the Perennial Circle of Champions and President's Club accolades. Marc also worked as a Financial Solutions Advisor at Merrill Edge and as a Trader at U.S. Trust. They hold political science and German studies degrees from the University of California, Los Angeles, and are progressing towards the CFA designation, having passed Level 1.
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