Michelle Caffrey, CFP®, is the Regional Vice President of Advanced Planning at Fidelity Investments, a position held since 2026. Previously, Michelle served as Vice President of Advanced Planning at Fidelity from 2015 to 2026 and worked as a Senior Associate in Tax at KPMG US from 2005 to 2011. Additionally, Michelle was a Manager in Tax for Personal Financial Services at EY from 2012 to 2015. Michelle earned a BS in Accounting from Quinnipiac University in 2003 and an MBA from Bryant University in 2007.
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