Will Gordon, CFP®, is currently the Vice President and Regional Planning Leader at Fidelity Investments, where they lead a team of Regional Planning Consultants to provide exceptional financial planning support. With a strong foundation in financial services, they held notable positions at MetLife and John Hancock Life Insurance Company, and previously served as a Financial Advisor at Ameriprise Financial Services. Will earned a BSBA from the University of Richmond, further enhancing their expertise in the field. Their specialties include holding multiple FINRA licenses, showcasing a commitment to professionalism and integrity in financial planning.
Location
San Diego, United States
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