Jacob Thomas
Financial Consultant at Fidelity Investments
Based in Austin, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Austin
Industry
Financial Services
Company size
84K
Contact information
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j•••••••@fidelity.com
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Background
About Jacob Thomas
As a Planning Consultant with Fidelity Investments, my focus is on providing exceptional service to our clients in the Personal Investing space. My specialty is comprehensive financial planning, where I work closely with each client to develop personalized investment guidance and help them build strong, diversified portfolios. My expertise in retirement planning is complemented by my experience in various other areas of planning and investing, which allows me to offer a well-rounded approach to financial management.My work ethic and leadership principles are the cornerstones of my success. I am passionate about putting the client first and ensuring they receive the best possible outcomes. I believe in empowering others to make informed decisions, taking ownership of the outcomes, and continuously committing to education. My unwavering commitment to self-improvement drives me to strive for excellence every day.Currently, I am pursuing a Master's in Personal Financial Planning from Texas Tech University, which includes the required CFP course. Upon completion, I will take the CFP exam to further enhance my expertise in the field.
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