Trushar Joshi, CFP(R), ChFC(R), is a Regional Planning Consultant at Fidelity Investments. They have previously served as a Wealth Manager at USAA from 2011 to 2017 and held the title of VP, Regional Planning Consultant at Fidelity Investments from 2018 to 2020. Trushar earned a Certificate in Financial Planning from the University of North Texas between 2004 and 2005.
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