Michelle Caffrey, Cfp®
Vice President, Advanced Planning @ Fidelity Investments
About Michelle Caffrey, Cfp®
Michelle Caffrey, CFP®, serves as the Vice President of Advanced Planning at Fidelity Investments, where she has worked since 2015. She holds a BS in Accounting from Quinnipiac University and an MBA from Bryant University, with prior experience at EY and KPMG US.