Peter McGrath

Peter McGrath, CFP®, is currently an Executive Planning Consultant in Executive Services at Fidelity Investments. They hold a Bachelor of Science in Business Management with a Finance Emphasis from Brigham Young University. Previously, Peter worked as a Retirement Planner at Fidelity, where they managed relationships and provided retirement guidance, achieving notable sales success. They also served as a Collateral Management Specialist at State Street and an Operations Associate at Merrill Financial Associates, gaining valuable experience in financial operations and client management.