Sterling, VA Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

2

Of 16,976 advisors across 1,868 offices

Location

Sterling VA

Advisors at this office

2

Advisors at this office

Amanda B

CFP®, Series 65, Series 63

Sterling, VA

Fidelity

Amanda Brooks is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She has progressed through various roles within Fidelity, including Benefits & Planning Consultant and multiple levels of Workplace Planning Consultant since 2022, demonstrating her commitment to the firm and growth in financial planning expertise. Prior to joining Fidelity, Amanda worked as a Client Relationship Specialist at Charles Schwab from 2020 to 2021. Amanda focuses on helping clients build their financial future by understanding their unique stories, goals, and concerns. She collaborates with families to create and monitor financial plans that reflect their priorities and navigate the everyday challenges of life. Outside of her professional work, Amanda enjoys spending time at the beach, cooking and baking, attending social events with friends, playing instruments, parenting, and caring for pets.

Cash flow / budgeting Debt management Parents
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Eric A

Series 63, Series 66

Sterling, VA

Fidelity

Eric Ahn is a financial advisor at Fidelity with 12 years of industry experience. He has worked at Fidelity Investments since 2023 and was previously employed at T. Rowe Price from 2013 to 2019. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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