Tuoc B. Dao, Cfp®, Chfc®

Tuoc B. Dao, Cfp®, Chfc® Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® @ Fidelity Investments
boston, massachusetts, united states
Tuoc B. Dao, Cfp®, Chfc®'s Location
Providence, Rhode Island, United States, United States
Tuoc B. Dao, Cfp®, Chfc®'s Contact Details

Tuoc B. Dao, Cfp®, Chfc® work email

Tuoc B. Dao, Cfp®, Chfc® personal email

About Tuoc B. Dao, Cfp®, Chfc®

Professional SummaryFinancial professional with 13+ years of face-to-face experience in the financial services industry.Extremely motivated, disciplined, and well-versed in all aspects of client management. Exceptionalability to build rapport, comfort, and client relationships from all walks of life. Dedicated to providingvalue-based solutions to clients while deepening and expanding client-advisor relationships. Ability towork extremely well independently as well as in team-based environments. Possesses a positiveattitude inclusive of all people from diverse backgrounds.

Tuoc B. Dao, Cfp®, Chfc®'s Current Company Details
Fidelity Investments

Fidelity Investments

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CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Tuoc B. Dao, Cfp®, Chfc® Work Experience Details
  • Fidelity Investments
    Investment Solutions Representative Iii/Investment Consultant
    Fidelity Investments Oct 2024 - Present
    Smithfield, Rhode Island, United States
    View
  • Fidelity Investments
    Investment Solutions Representative Ii
    Fidelity Investments Aug 2023 - Oct 2024
    Smithfield, Rhode Island, United States
    View
  • Fidelity Investments
    Investment Solutions Representative I
    Fidelity Investments Oct 2022 - Aug 2023
    Smithfield, Rhode Island, United States
    View
  • Fidelity Investments
    Customer Resource Advocate
    Fidelity Investments Oct 2021 - Oct 2022
    Smithfield, Rhode Island, United States
    View
  • Merrill Edge
    Investment Specialist
    Merrill Edge Jun 2014 - Oct 2014
    Lincoln, Rhode Island, United States
    View
  • Santander Bank, N.A.
    Financial Specialist
    Santander Bank, N.A. Jul 2012 - Sep 2013
    Providence, Rhode Island, United States
    - Personally managed, retained, and cultivated a portfolio of about 450 Mass Affluent customers while improving/strengthening the relationships and profitability of those High Net Worth customers.
    View
  • New York Life Insurance Company
    Financial Services Professional
    New York Life Insurance Company May 2003 - Apr 2012
    Providence, Rhode Island, United States
    - Advised and planned for the personal (individual and family), senior, small business, and estate markets focusing on asset accumulation, asset protection, and asset preservation - Specialized in the financial needs and goals of my clients in the areas of mortgage protection/acceleration, retirement planning, legacy planning, estate planning, college funding, investing, and debt reduction/elimination
    View

Tuoc B. Dao, Cfp®, Chfc® Skills

Fixed Annuities Iras Life Insurance Mutual Funds Wealth Accumulation Retirement Planning Strategic Financial Planning Long Term Care Insurance Finance Financial Services Banking Variable Annuities Public Speaking Training Mortgage Lending Portfolio Management Financial Planning Insurance

Tuoc B. Dao, Cfp®, Chfc® Education Details

Frequently Asked Questions about Tuoc B. Dao, Cfp®, Chfc®

What company does Tuoc B. Dao, Cfp®, Chfc® work for?

Tuoc B. Dao, Cfp®, Chfc® works for Fidelity Investments

What is Tuoc B. Dao, Cfp®, Chfc®'s role at the current company?

Tuoc B. Dao, Cfp®, Chfc®'s current role is CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®.

What is Tuoc B. Dao, Cfp®, Chfc®'s email address?

Tuoc B. Dao, Cfp®, Chfc®'s email address is da****@****ail.com

What schools did Tuoc B. Dao, Cfp®, Chfc® attend?

Tuoc B. Dao, Cfp®, Chfc® attended Bryant University, Certified Financial Planner Board Of Standards, Inc., The American College, The American College, University Of Rhode Island, University Of Hawaii At Manoa.

What are some of Tuoc B. Dao, Cfp®, Chfc®'s interests?

Tuoc B. Dao, Cfp®, Chfc® has interest in Networking, Traveling And Site Seeing, Real Estate Ownership And Passive Income, Financial Planning And Advising, Reading, Trainings, Seminars, Property Management.

What skills is Tuoc B. Dao, Cfp®, Chfc® known for?

Tuoc B. Dao, Cfp®, Chfc® has skills like Fixed Annuities, Iras, Life Insurance, Mutual Funds, Wealth Accumulation, Retirement Planning, Strategic Financial Planning, Long Term Care Insurance, Finance, Financial Services, Banking, Variable Annuities.

Who are Tuoc B. Dao, Cfp®, Chfc®'s colleagues?

Tuoc B. Dao, Cfp®, Chfc®'s colleagues are Lauren Richard, Alexa Ardolino, Renjith Nair, Revanth Kumar, Brett Bevan, Cathryn Gartley, Mayuri More.

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