Neda Tavakoli, Cfp®
VP, Branch Leader @ Fidelity Investments
About Neda Tavakoli, Cfp®
Neda Tavakoli, CFP®, serves as the Vice President and Branch Leader at Fidelity Investments in Mission Viejo, California, where she has worked since 2021. With a career at Fidelity spanning over a decade, she has held various positions, including Director Retirement Planner and Financial Consultant.