Vivian Lo is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2020. She has worked in the financial services industry since 2008, with prior roles including Financial Advisor at Merrill Lynch from 2014 to 2020 and Financial Planner at the Royal Bank of Canada from 2008 to 2013. Vivian focuses on building trusting client relationships and sharing key financial planning concepts. She assists clients in managing changes and provides ongoing guidance to develop personalized financial plans. She holds a California Insurance License.

Andrew Fung is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 66 designation and has been associated with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm applies a combination of proprietary fundamental research and quantitative analysis, using systematic methodologies and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.