Mike Carle

Mike Carle, CFP®, CPWA®, is currently the Vice President and Financial Consultant at Fidelity Investments, where they lead the wealth management team and provide comprehensive financial counsel to clients. With over a decade of experience in financial planning, investment strategy, and money management, Mike has supported thousands of families in achieving their financial goals. Previously, Mike served in various roles at Fidelity, including Private Client Group Relationship Manager and Senior Portfolio Specialist, where they developed a deep understanding of complex investment solutions and client relationship management. Mike earned a Master of Arts in Applied Economics from the University of Cincinnati and is currently pursuing a certificate in Wealth Management Theory and Practice from Yale School of Management. They have received multiple awards, including Fidelity's President's Circle and Excellence in Action honors.