CoverProfile

Aimee Kwain

VP, Advanced Planning

Fidelity Investments

United States, California, Los Angeles

About Me

Provide comprehensive planning for ultra high net worth individuals to assist them in achieving their estate planning and financial goals.

Profile Information

VP, Advanced Planning

Fidelity Investments

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Los Angeles

California

United States

Oct 12, 2025

More profiles to browse

JG
Jason Gossett
Vice President, Asset Management Compliance
Profile Photo
Richard Gaff
Financial Consultant
Profile Photo
Kyle Toulouse
Financial Consultant
Profile Photo
David Caramore
Director, Credit Risk

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST