Building Relationships, Learning Opportunities
- Passionate about balancing physical health with mental and emotional wellness
EMILY BANDONI
Golden
Summary
High-performing Certified Financial Planner and Financial Consultant dedicated to empowering clients through comprehensive financial literacy and personalized wealth management. Proven expertise in cultivating long-term, trust-based relationships by translating complex financial concepts into actionable strategic plans. Committed to fostering financial confidence and delivering high-level advisory services that align client values with sophisticated investment strategies and rigorous regulatory standards.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Consultant
Fidelity Investments
Denver, CO
04.2023 - Current
- Provide personalized financial planning and investment management for a diverse client base.
- Develop and implement strategic wealth management plans, including retirement, estate, and tax-efficient investment strategies.
- Lead advisor on wealth management team
- Earned high achievement recognition in 2025
Planning Consultant
Fidelity Investments
Cherry Creek, CO
10.2021 - 04.2023
- Junior Advisor on Wealth Management team at local investor center
- Earned company share allocations based on performance
Workplace Planning Consultant 2
Fidelity Investments
Greenwood Village, CO
02.2021 - 10.2021
- Facilitated introductory 401k planning sessions for diverse client portfolios
Workplace Consultant 1
Fidelity Investments
Greenwood Village, CO
10.2020 - 02.2021
Workplace Planning Associate
Fidelity Investments
Greenwood Village, CO
06.2020 - 10.2020
High School Mathematics Teacher
Cathedral High School
Boston, MA
07.2016 - 06.2020
Education
Bachelor of Science - Political Science And Government
Bates College
Lewiston05.2016
Skills
- Developing financial plans
- Relationship building and management
- Investment consulting and planning
- Cash flow analysis
- Time management
Certification
Certified Financial Planner
Accomplishments
- Client Engagement: Built a book of 330 households with 30% generational engagement
- Achiever Grid Recipient 2025: Recognized for elite-level performance in strategic planning and client relationship management within a major financial institution.
- Team Leadership Accomplished: Led a team to achieve 82% customer satisfaction rate.
Interests
Timeline
Financial Consultant
Fidelity Investments
04.2023 - Current
Planning Consultant
Fidelity Investments
10.2021 - 04.2023
Workplace Planning Consultant 2
Fidelity Investments
02.2021 - 10.2021
Workplace Consultant 1
Fidelity Investments
10.2020 - 02.2021
Workplace Planning Associate
Fidelity Investments
06.2020 - 10.2020
High School Mathematics Teacher
Cathedral High School
07.2016 - 06.2020
Bachelor of Science - Political Science And Government
Bates College