Josh Casper, Cfp®
AeroLeads people directory · profile

Josh Casper, Cfp® Email & Phone Number

Senior Relationship Manager at Fidelity Investments
Location: Greater Boston, United States, United States 8 work roles 1 school
1 work email found @fidelity.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@fidelity.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fidelity Investments
Role
Senior Relationship Manager
Location
Greater Boston, United States, United States
Company size
83148 employees

Who is Josh Casper, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Josh Casper, Cfp® is listed as Senior Relationship Manager at Fidelity Investments, a company with 83148 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Josh Casper, Cfp®.

Josh Casper, Cfp® previously worked as Client Service Manager at Fidelity Investments and Planning Consultant at Fidelity Investments. Josh Casper, Cfp® holds Bachelor'S Degree, Sport Management from Isenberg School Of Management, Umass Amherst.

Company email context

Email format at Fidelity Investments

This section adds company-level context without repeating Josh Casper, Cfp®'s masked contact details.

*@fidelity.com
71% confidence

AeroLeads found 1 current-domain work email signal for Josh Casper, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Josh Casper, Cfp®

Josh Casper, Cfp® is a Senior Relationship Manager at Fidelity Investments.

Current workplace

Josh Casper, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Senior Relationship Manager
Boston, MA, US
Website
fidelity.com
Employees
83148
AeroLeads page
Company profile
View company profile Email format
8 roles

Josh Casper, Cfp® work experience

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

Client Service Manager

Current
Fidelity Investments

Boston, Massachusetts, United States

May 2022 - Present

Wealth Manager

Usaa
Oct 2014 - May 2015
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 83148 employees →

KD Kaine Danielson Kaine Danielson Colleague at Fidelity InvestmentsMetro Jacksonville, United States View → BS Brandi Sterling Brandi Sterling Colleague at Fidelity InvestmentsCreedmoor, North Carolina, United States, United States View → PM Paul Marxuach Paul Marxuach Colleague at Fidelity InvestmentsLewisville, Texas, United States, United States View → OF Owen Findley Owen Findley Colleague at Fidelity InvestmentsCary, North Carolina, United States, United States View → JF Joslyn Fountain Joslyn Fountain Colleague at Fidelity InvestmentsSalt Lake City, Utah, United States, United States View → MB Michael Baril Cfp® Michael Baril Cfp® Colleague at Fidelity InvestmentsLos Angeles Metropolitan Area, United States View → PE Phil Eldredge Phil Eldredge Colleague at Fidelity InvestmentsTooele, Utah, United States, United States View → DW Deb Wheeler Deb Wheeler Colleague at Fidelity InvestmentsLowell, Massachusetts, United States, United States View → JK Jacqueline Kwan, Crpc® Jacqueline Kwan, Crpc® Colleague at Fidelity InvestmentsWalnut Creek, California, United States, United States View → JB Jeanette Brockman Jeanette Brockman Colleague at Fidelity InvestmentsAlexandria, Kentucky, United States, United States View →
1 education record

Josh Casper, Cfp® education

FAQ

Frequently asked questions about Josh Casper, Cfp®

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

What company does Josh Casper, Cfp® work for?

Josh Casper, Cfp® works for Fidelity Investments.

What is Josh Casper, Cfp®'s role at Fidelity Investments?

Josh Casper, Cfp® is listed as Senior Relationship Manager at Fidelity Investments.

What is Josh Casper, Cfp®'s email address?

AeroLeads has found 1 work email signal at @fidelity.com for Josh Casper, Cfp® at Fidelity Investments.

Where is Josh Casper, Cfp® based?

Josh Casper, Cfp® is based in Greater Boston, United States, United States while working with Fidelity Investments.

What companies has Josh Casper, Cfp® worked for?

Josh Casper, Cfp® has worked for Fidelity Investments and Usaa.

Who are Josh Casper, Cfp®'s colleagues at Fidelity Investments?

Josh Casper, Cfp®'s colleagues at Fidelity Investments include Kaine Danielson, Brandi Sterling, Paul Marxuach, Owen Findley, and Joslyn Fountain.

How can I contact Josh Casper, Cfp®?

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

What schools did Josh Casper, Cfp® attend?

Josh Casper, Cfp® holds Bachelor'S Degree, Sport Management from Isenberg School Of Management, Umass Amherst.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.