Matthew Ivester is currently the Director, Retirement Planner at Fidelity Investments, where they assist healthcare professionals and university faculty with tax-exempt retirement plans. With a background that includes roles in international trading and customer relations, Matthew previously served as a Supplemental Instruction Leader at Utah Valley University. They earned a Bachelor of Science in Financial Planning from the University of Utah and a double major in Financial Planning and Economics from Utah Valley University, where they also conducted a research project on socioeconomic mobility. Matthew is preparing to take the Certified Financial Planner exam in November 2024, with future aspirations to pursue a Master's in finance or economics.
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