Fidelity

Eric Benson, CFP®, CPWA®, ChFC®, is currently pursuing further education at the Yale School of Management. They have extensive experience in financial consulting, having served as Vice President Financial Consultant at Fidelity Investments from 2019 to 2022. Their career includes roles such as Corporate Trainer at DFW Consulting and various positions in the financial sector, including an internship at Putnam Investments. Prior to their consulting career, Eric gained early work experience as a bus boy and limousine driver.

Fidelity's headquarters in Boston, MA, United States

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