Sam Jensen, CFP®, is currently a Workplace Planning Consultant III at Fidelity Investments, where they have been since 2026. Previously, Sam held various roles in the financial services industry, including positions as a Money Success Coach at Utah Valley University and an Insurance Producer at Farmers Insurance. They served as a Missionary for The Church of Jesus Christ of Latter-day Saints from 2018 to 2020. Sam is pursuing a Bachelor of Science in Personal Financial Planning at Utah Valley University, expected to graduate in 2024.
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