Rebecca Ye, Cfp®, Cpwa®
VP, Wealth Management Advisor @ Fidelity Investments
About Rebecca Ye, Cfp®, Cpwa®
Rebecca Ye is a Vice President and Wealth Management Advisor at Fidelity Investments, where she has worked since 2017 in Palo Alto, California. She holds a CPWA designation, which she achieved in 2021, and studied at the Yale School of Management.