Anthony Fallahi Financial planner

Anthony joined Fidelity Investments as an Investment Advisor in 2006. Through his 15-year career at Fidelity, he served in several leadership positions, working with the firm’s largest institutional clients to deploy financial education to millions of people throughout the world, and instill cultures of wellness and inclusion. Among his many achievements, Mr. Fallahi helped to develop Fidelity’s financial wellness offering: a multi-channel suite of resources that leverages AI technology to predict customer needs and build customized action plans. This offering is now available to 34 million workplace plan participants at 23,000 businesses and has been recognized multiple times as best in class by industry experts.

Anthony Fallahi Financial planner