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Bridget Pucel, Cfp® Email & Phone Number

Financial Consultant at Fidelity Investments at Fidelity Investments
Location: Milwaukee, Wisconsin, United States 12 work roles 3 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Fidelity Investments
Role
Financial Consultant at Fidelity Investments
Location
Milwaukee, Wisconsin, United States
Company size
10 employees

Who is Bridget Pucel, Cfp®? Overview

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Quick answer

Bridget Pucel, Cfp® is listed as Financial Consultant at Fidelity Investments at Fidelity Investments, a with 10 employees, based in Milwaukee, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Bridget Pucel, Cfp®.

Bridget Pucel, Cfp® previously worked as Financial Consultant at Fidelity Investments and Planning Consultant at Fidelity Investments. Bridget Pucel, Cfp® holds Bachelor Of Science - Bs, Personal Finance - Financial Planning from University Of Wisconsin-Madison.

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Fidelity Investments

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Profile bio

About Bridget Pucel, Cfp®

I attended the University of Wisconsin-Madison and obtained majors in Personal Finance and Psychology. I am passionate about the financial planning field and being able to help guide people to reach their financial goals while also counselling them through the unexpected ups and downs. As a proud Milwaukee native, I am dedicated to serving my community and making a meaningful impact.

Current workplace

Bridget Pucel, Cfp®'s current company

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Fidelity Investments
Fidelity Investments
Financial Consultant at Fidelity Investments
Website
fidelity.com
Employees
10
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12 roles

Bridget Pucel, Cfp® work experience

A career timeline built from the work history available for this profile.

Peer Educator For Consumer Science 321

University Of Wisconsin-Madison

Madison, Wi, Us

- Work with junior and senior students to help educate them on real-life financial skills to better prepare them to be financially aware and prepared for after graduation- Facilitate discussions with students to ensure that all voices and opinions are heard

Sep 2019 - May 2021

Teaching Assistant For Consumer Science 275

University Of Wisconsin-Madison

Madison, Wi, Us

- Support the professor by helping to implement the curriculum by giving a student's point of view on assignments- Grade assignments, proctor exams, hold office hours and meet directly with students to ensure they reach their highest potential in the course

Sep 2019 - May 2021

Financial Advisory Intern

Wipfli Financial Advisors

Wauwatosa, Wisconsin, Us

Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We are not engaged in rendering legal, accounting, or tax services, and we recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. Founded in 1999, Wipfli Financial is headquartered in Milwaukee, WI. We have offices in Illinois, Minnesota, Missouri, Pennsylvania and Wisconsin, and are proud affiliates of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial's advisory operations, services and fees is set forth in Wipfli Financial's current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at https://adviserinfo.sec.gov/. We provide our clients with detailed financial planning, a disciplined investment management approach, as well as the time and resources needed to formulate a prudent investment strategy. We are committed to serving our clients in a manner consistent with our fiduciary duty, which means we always put clients' interest first and make all recommendations in the clients' best interest.

Jan 2020 - May 2020

Leasing Consultant

Jsm Properties
Apr 2018 - May 2019
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

TS Tim Sheridan Tim Sheridan Colleague at Fidelity InvestmentsUnited States View → MF Mark Francescone Mark Francescone Colleague at Fidelity InvestmentsGreater Boston, United States View → SL Shauna Livings Shauna Livings Colleague at Fidelity InvestmentsRio Rancho, New Mexico, United States View → FM Frank Margiotta Frank Margiotta Colleague at Fidelity InvestmentsCongers, New York, United States View → IL Isamar López Rodríguez Isamar López Rodríguez Colleague at Fidelity InvestmentsOlympia, Washington, United States View → AK Ajith Kumar Ajith Kumar Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India View → HH Harriet Haake Hall Harriet Haake Hall Colleague at Fidelity InvestmentsSan Diego, California, United States View → FS Filipe Sousa Filipe Sousa Colleague at Fidelity InvestmentsSmithfield, Rhode Island, United States View → TT Tony Tillman Tony Tillman Colleague at Fidelity InvestmentsLittle Rock, Arkansas, United States View → SF Sean Flynn Sean Flynn Colleague at Fidelity InvestmentsActon, Massachusetts, United States View →
3 education records

Bridget Pucel, Cfp® education

Bachelor Of Science - Bs, Personal Finance - Financial Planning

University Of Wisconsin-Madison

Bachelor Of Science - Bs, Psychology

University Of Wisconsin-Madison

Education record

Wauwatosa West High School
FAQ

Frequently asked questions about Bridget Pucel, Cfp®

Quick answers generated from the profile data available on this page.

What company does Bridget Pucel, Cfp® work for?

Bridget Pucel, Cfp® works for Fidelity Investments.

What is Bridget Pucel, Cfp®'s role at Fidelity Investments?

Bridget Pucel, Cfp® is listed as Financial Consultant at Fidelity Investments at Fidelity Investments.

Where is Bridget Pucel, Cfp® based?

Bridget Pucel, Cfp® is based in Milwaukee, Wisconsin, United States while working with Fidelity Investments.

What companies has Bridget Pucel, Cfp® worked for?

Bridget Pucel, Cfp® has worked for Fidelity Investments, University Of Wisconsin-Madison, Blue Mound Golf & Country Club, Colectivo Coffee, and Wipfli Financial Advisors.

Who are Bridget Pucel, Cfp®'s colleagues at Fidelity Investments?

Bridget Pucel, Cfp®'s colleagues at Fidelity Investments include Tim Sheridan, Mark Francescone, Shauna Livings, Frank Margiotta, and Isamar López Rodríguez.

How can I contact Bridget Pucel, Cfp®?

You can use AeroLeads to view verified contact signals for Bridget Pucel, Cfp® at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Bridget Pucel, Cfp® attend?

Bridget Pucel, Cfp® holds Bachelor Of Science - Bs, Personal Finance - Financial Planning from University Of Wisconsin-Madison.

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