Cecilia Mata is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She has been with Fidelity Investments since 2018, previously serving as an Investment Consultant from 2019 to 2021 and as a Financial Representative from 2018 to 2019. Prior to joining Fidelity, Cecilia worked as an Assistant Operations Officer at the Commercial Bank of California from 2012 to 2018.
As a Certified Financial Planner, Cecilia focuses on understanding her clients' current and future financial needs to develop personalized financial plans aimed at helping them achieve their goals. She holds a California Insurance License.
Outside of her professional work, Cecilia enjoys cooking and baking, participating in family activities, watching movies, caring for pets, playing soccer, and traveling.