William Haggett, CFP® has extensive experience in financial services, with a focus on financial planning and client consultation. From February 2021 to November 2023, William worked as a Planning Consultant at Fidelity Investments, where responsibilities included collaborating with financial consultants and clients to provide comprehensive financial planning solutions. Prior roles include Financial Consultant and Investment Consultant positions at TD Ameritrade, where William responded to client inquiries and recommended investment strategies. Additional experience encompasses a variety of client-focused roles, including Client Service Specialist and Financial Services Representative, alongside early career positions in sales and business development. William holds a Bachelor of Science in Economics from American University and has further education from Peking University, highlighting a commitment to understanding both American and Chinese economic principles.
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