Zack Clifton, CFP®, is currently a Vice President and Financial Consultant at Fidelity Investments, a role they began in 2025. Prior to this, Zack held various positions at Charles Schwab from 2015 to 2021, including Senior Financial Consultant and Retirement Plan Consultant. They also served as a VP - Private Client Advisor at JPMorgan Chase Bank N.A. from 2014 to 2015. Zack earned a Bachelor of Science in Business Administration and Management from The University of Akron, graduating in 2011.
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