Matthew Wefer, Cfp®
Team Leader, Client Services @ Fidelity Investments
About Matthew Wefer, Cfp®
Matthew Wefer, CFP®, serves as the Team Leader of Client Services at Fidelity Investments, where he has worked since 2021. He previously competed full-time in sailing for the 2016 Olympics and has held various roles at Fidelity Investments since 2016, demonstrating resilience and a commitment to achieving goals.