Paul Wefer, CFP®, is a detailed-oriented financial planner and Managing Director at Fidelity Investments. With 10 years of overall financial experience and three years specifically in financial planning, Paul assists customers in developing and implementing their financial plans. Previously, Paul worked as an Equity Trader at Chimera Securities and has held various roles at Fidelity, including Workplace Planning Consultant, where they provided comprehensive guidance on retirement planning. Paul holds a Bachelor of Arts in Economics from the University of North Carolina at Chapel Hill and is licensed with Series 7 and 66 certifications.
This person is not in the org chart
This person is not in any teams
This person is not in any offices