Paul Bailin, CIMA®, RMA® is an experienced Wealth Advisor who focuses on helping clients build confidence through sound financial and life decision-making. Currently a Financial Consultant at Fidelity Investments, Paul utilizes 18 years of financial services experience to create comprehensive plans that align with client goals. Previously, they held roles at TIAA, UBS Wealth Management, and Merrill Lynch/Banc of America Investments, demonstrating expertise in investments, financial planning, and lifetime income strategies. Paul is pursuing a BA in Economics from Tufts University and an MBA from UCLA's Anderson School of Management.
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