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Michael Martel

VP, Planning and Advice

Michael Martel is a seasoned professional with extensive experience in financial planning and guidance. They served as the VP of Planning and Advice at Fidelity Investments, where they developed customized financial wellness strategies for large 401K employers, enhancing overall plan health and employee retirement readiness. Prior to this role, Michael held various positions within Fidelity, including Regional Sales Director and VP of Participant Guidance Solutions. Their career began at MetLife, where they excelled as an Account Representative, providing financial planning services and earning recognition in various prestigious programs. Michael holds a Bachelor of Science in Economics from Texas A&M University and an MBA from Southern Methodist University.

Location

Dallas, United States

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