Susan He

Susan He, CFP®, CPWA®, is a Vice President and Financial Consultant at Fidelity Investments, where they leverage a decade of experience to create personalized financial plans that align with clients' wealth management goals. They have previously held roles at Citi, JPMorgan Chase & Co., and Transamerica, excelling in providing tailored financial strategies and building strong client relationships. As a founder of Susan's Language Lab, they developed bespoke training programs and cultivated a reputation for integrity and excellence. Susan is currently pursuing multiple degrees, including an M.A. in Counseling and a B.A. in Finance, while continuing their studies in Business Management at UC Berkeley.