Vice President Wealth Planner@ Fidelity Investments
Jacksonville, Florida, United States
Chad Sambito
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University of Central Florida
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Tell me more about Chad Sambito?
FlashIntel GPTChad Sambito is a highly experienced financial professional with 15.5 years of work experience. He specializes in mutual funds, annuity sales, fixed annuities, variable annuities, and separate managed accounts. Based in the United States, Chad specializes in evaluating and implementing strategies to improve financial wellbeing. He values his clients' interests and believes in making the right decisions for their families' financial future. Chad has held various positions at Fidelity Investments, including VP of Wealth Planner and Vice President of Financial Consultant.
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About
I partner with my clients to evaluate & implement strategies that improve their financial wellbeing. This covers the areas of Investment Planning, Retirement Planning, Income Protection, Asset Protection, and Family Conversations. As a CERTIFIED FINANCIAL PLANNER tm I put my clients interests at the heart of every decision I make and never forget it is their money. By partnering with me, my clients gain peace of mind that they are making the right decisions for their families financial future.
...See MoreWork Experience
Vice President Of Wealth Planner
Vice President Financial Consultant
Retirement Relationship Manager
Investment Solutions Representative
Vice President Wealth Planner
Mutual Fund Trader
Premium Relationship Associate
Financial Services
Chad Sambito's Professional Milestones
- Vice President Wealth Planner (2009-07-01~2010-04-01): Transformed financial operations to drive profitability and achieve sustainable growth by implementing strategic planning and innovative strategies.
- Investment Solutions Representative (2010-05-01~2010-11-01): Provided expert financial advice, transforming clients' investment decisions and maximizing profitability results.
Education
Finance,
General,
Finance, General
2004-2008Skill
Mutual Funds
Annuity Sales
Fixed Annuities
Variable Annuities
Separately Managed Accounts
Iras
Certified Financial Planner
Retirement Planning
401k
403 B
Certification
Colleagues
Other Named Chad Sambito
Frequently asked questions
We found 2 Chad Sambito's email addresses
We found 2 Chad Sambito's phone numbers
Chad Sambito's social media include: Linkedin,
Chad Sambito works for Fidelity Investments
Chad Sambito's role in Fidelity Investments is Vice President Wealth Planner
Chad Sambito works in the industry of Financial Services
Chad Sambito's colleagues are John Grdina,Aravindan Rajagopalan,Steve Boyd
Chad Sambito's latest job experience is Vice President Wealth Planner at Fidelity Investments
Chad Sambito's latest education in University of Central Florida
