#150 - Celeste Revelli, Fidelity Investments
Wicked Pissah Podcast
English - April 12, 2023 14:39 - 45 minutes - 41.8 MB - ★★★★★ - 8 ratingsInvesting Business financialadvisors fpama investmentadvisors Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: #149 - Karen Van Voorhis, Membership Director, and Kayla Holland, Next Gen Director
Next Episode: #151 - Traci Brown, Body Language Expert/Trainer
We are joined by 2022 Heart of Financial Planning Award winner Celeste Revelli. She is the director of digital planning within planning advice services at Fidelity Investments. She will share her thoughts on how democratizing financial wellness and closing wealth gaps via technology can lead to greater financial peace of mind and a society that operates at its optimal potential.
https://www.linkedin.com/in/celestehernandezrevelli
https://www.fidelity.com/go/youth-account/