Abraham serves as a Wealth Manager and Financial Planner with more than 20 years of experience at firms including Fidelity, Fisher Investments, and Charles Schwab & Co. His expertise spans leadership, planning, and relationship management for both domestic and international clients.
Previous Experience:
Fidelity Investments — Senior Manager, Team Leader
Fisher Investments — Investment Counselor and Regional Vice-President of Sales
Charles Schwab & Co. — Vice-President, Assistant Branch Manager; International Regional Manager, Financial Consultant