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Sander B
CFP®, Series 63, Series 65
Naples, FL
Fidelity
Sander Bleustein is Vice President Private Wealth Management Advisor, working with ultra-high net worth clients and their families to address their most important financial planning goals and objectives. He has held the position of Vice President in Advanced Planning at Fidelity Investments from 2015 to 2025 and served as Vice President and Regional Planning Consultant at Fidelity Investments from 2012 to 2015. Prior to that, he worked as a Financial Advisor, Executive Director, and Managing Director at various financial services firms, including Morgan Keegan & Company, UBS Financial Services Inc., Legg Mason Wood Walker, and others, accumulating extensive experience in financial planning and advisory roles since 1984. His career spans several decades, during which he has developed expertise in private wealth management and advanced financial planning. Outside of his professional work, Sander engages in family activities, fitness, golf, hiking, traveling, and volunteering.
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