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Sam Zaretsky, CFP®, is a seasoned leader in wealth management at Fidelity Investments, where they directed a team that received the Team of the Year award for outstanding client service. With a commitment to innovation, Sam has successfully pioneered essential programs that enhance the client experience, earning recognition as Collaborator of the Year. Their extensive background includes roles as a Regional Planning Consultant and Financial Advisor, where they developed financial plans for diverse clients. Sam holds a Bachelor's degree in Business from Georgia State University and a Certified Financial Planning designation from The American College.