Sam Quach, CFP®, is currently the Vice President and Financial Consultant at Fidelity Investments, a role they have held since 2025. Previously, they served as a Relationship Manager, Financial Representative, Financial Consultant, and Planning Consultant at Fidelity Investments from 2019 to 2021. Sam also worked as a Retirement Plan Specialist at Charles Schwab from 2017 to 2019 and completed a summer internship at Duff & Phelps in 2016. They earned a Bachelor's Degree in Economics from The University of Texas at Austin from 2014 to 2017.
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