“Fidelity Investments has 20 years of combined financial planning experience in this field. Chinh Lai is the firm's vice president and financial advisor. He believes in taking an educational approach to help clients understand economic concepts and is committed to collaborating with families to deliver holistic financial plans. He earned a Master of Business Administration (MBA) from Liberty University and a Bachelor of Arts (BA) in Business Economics from the University of California, Riverside. The Fidelity Investments team offers in-person planning and virtual and phone appointments. They assist over 35 million people in achieving their most critical financial goals, manage employee benefit programs for over 22,000 businesses, and support more than 13,000 financial institutions with innovative investment and technology solutions to grow their businesses. Their straightforward pricing delivers value with no account fees, minimums to open a retail brokerage account, commission-free trades, and more.”
Read more
