Kimberly Rosati, Cfp®
Vice President, Wealth Planner @ Fidelity Investments
About Kimberly Rosati, Cfp®
Kimberly Rosati, CFP®, serves as Vice President and Wealth Planner at Fidelity Investments, where she has worked since 2020. She holds multiple advanced degrees, including a Master of Laws in Taxation and a Juris Doctor, and has extensive experience in wealth management and estate planning.