Joseph Chingas, CFP®, MBA

Joseph Chingas, CFP®, MBA

Motivational Counselor

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location of Joseph Chingas, CFP®, MBAEpping, New Hampshire, United States

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  • Timeline

  • About me

    Vice President, Financial Consultant at Fidelity Investments

  • Education

    • New Hampshire Technical Institute

      2007 - 2009
      Associate of Science (A.S.) General Studies

      Graduated May, 2009

    • Yale School of Management

      2020 - 2021
      CPWA® program Wealth Management Theory & Practice
    • University of New Hampshire

      2009 - 2012
      Bachelor of Arts (B.A.) Psychology

      Graduated May 19, 2012

    • California Lutheran University

      2014 - 2016
      Master of Business Administration (M.B.A.) Financial Planning

      Graduated May, 2016

  • Experience

    • Dover Children's Home

      Sept 2011 - Jul 2012
      Motivational Counselor
    • Bank of America

      Jul 2012 - Apr 2013
      Sales and Service Specialist
    • Fidelity Investments

      Apr 2013 - now
      • Vice President, Financial Consultant

        Jan 2022 - now
      • Financial Consultant

        May 2015 - Dec 2021
      • Retirement Solutions Representative

        May 2014 - May 2015
      • Investment Solutions Representative

        Nov 2013 - May 2014
      • Financial Representative

        Apr 2013 - Nov 2013
  • Licenses & Certifications

    • Life Insurance License

    • Series 7

      Financial Industry Regulatory Authority (FINRA)
    • Series 66

      Financial Industry Regulatory Authority (FINRA)
    • Certified Financial Planner

      CFP Board
      Dec 2015