Peter Shu, MBA/CFP®, is a Vice President Financial Consultant at Fidelity Investments, where they have been since 2021. Previously, they served as an Investment Consultant at the same company from 2018 to 2021 and held the position of Senior Relationship Manager. Peter began their career as a Financial Advisor at Bank of America Merrill Lynch from 2009 to 2014, and later worked at Bank of the West from 2014 to 2015. Peter earned a Master's degree in Finance from Pepperdine University and holds a Bachelor's degree in Marketing Management and International Business from California State Polytechnic University-Pomona.
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