Robert Daly, CFP®, CLU® is currently a Vice President and Financial Consultant at Fidelity Investments, where they assist clients with financial planning to achieve their retirement goals. Having joined Fidelity after graduating Cum Laude with a B.S. in Business Enterprise Management and Marketing from Wake Forest University, Robert first spent two years in customer service and trading before transitioning to direct client interaction. In 2016, they became a CERTIFIED FINANCIAL PLANNER™, enhancing their ability to support clients in managing their financial affairs. Prior to their career at Fidelity, Robert gained valuable experience through internships in account service and human resources. Additionally, they served as a Certified Grade 8 Referee for the United States Soccer Federation from 2003 to 2017.
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