Hussain Zaidi, Cfp®

Hussain Zaidi, Cfp® Email and Phone Number

Managing Director, Fidelity Labs @ Fidelity Investments
New York, NY, US
Hussain Zaidi, Cfp®'s Location
New York, New York, United States, United States
About Hussain Zaidi, Cfp®

I have devoted my career to the field of financial planning as a CFP practitioner, fintech executive and Board Member. I deeply believe in the value of financial planning for clients and for enterprises that deliver it. I am fascinated by the intersection of financial planning, product and innovation. An incredible highlight in my career was when we sold Advizr, a financial planning software startup I had co-founded, to Orion Advisor Services and Eric Clarke.

Hussain Zaidi, Cfp®'s Current Company Details
Fidelity Investments

Fidelity Investments

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Managing Director, Fidelity Labs
New York, NY, US
Website:
fidelity.com
Employees:
83148
Hussain Zaidi, Cfp® Work Experience Details
  • Fidelity Investments
    Managing Director, Fidelity Labs
    Fidelity Investments
    New York, Ny, Us
    View
  • Budge, Inc.
    Founder & Ceo
    Budge, Inc. Mar 2022 - Present
    New York, Ny
    View
  • Foundation For Financial Planning
    Board Of Trustees
    Foundation For Financial Planning Jan 2023 - Present
    View
  • Foundation For Financial Planning
    Technology Advisor (To Ceo)
    Foundation For Financial Planning Jan 2021 - Dec 2022
    View
  • Orion
    Chief Strategy Officer
    Orion Jun 2020 - Jan 2021
    New York, United States
    View
  • Orion Advisor Services
    President - Financial Planning Solutions
    Orion Advisor Services Jul 2019 - Jun 2020
    Greater New York City Area
    View
  • Advizr
    Co-Founder & Ceo (Acquired By Orion Advisor Services)
    Advizr Apr 2013 - Jul 2019
    New York, Ny
    View
  • Citi Personal Wealth Management
    Vice President - Financial Advisor
    Citi Personal Wealth Management Feb 2006 - Mar 2013
    View
  • Ameriprise Financial Services, Inc.
    Financial Advisor
    Ameriprise Financial Services, Inc. Feb 2002 - Feb 2006
    View

Hussain Zaidi, Cfp® Education Details

Frequently Asked Questions about Hussain Zaidi, Cfp®

What company does Hussain Zaidi, Cfp® work for?

Hussain Zaidi, Cfp® works for Fidelity Investments

What is Hussain Zaidi, Cfp®'s role at the current company?

Hussain Zaidi, Cfp®'s current role is Managing Director, Fidelity Labs.

What schools did Hussain Zaidi, Cfp® attend?

Hussain Zaidi, Cfp® attended Columbia Business School, Rutgers University.

Who are Hussain Zaidi, Cfp®'s colleagues?

Hussain Zaidi, Cfp®'s colleagues are Evan Kramer, Daria Shkut, Cfa, Jeffrey Farrar, Kelly Fan, Dylan Hayes, Karthikeyan Sundaram, Yolanda Taylor.

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