Melanie Karlberg

Melanie Stearns Karlberg

Financial Planner at Fidelity Investments

Location:
130 Tonbridge Road Oakhill House, Shoreham, Kent, United Kingdom
HQ Phone:
+44 1732 361144

General Information

Experience

Partner  - Tenaz Consulting LLC

Vice President Wealth Advisor  - Nautical Retirement Plan Solutions

Senior Vice President and Advisor Solutions  - F-Squared Investments Inc

Recent News  

Melanie Karlberg, CFP®
Partner Melanie has 19 years of experience in the investment industry working with High Net Worth clients, and most recently with Institutional clients. She spent 11 years at Fidelity as a Financial Planner working with hundreds of individuals, businesses and families. Most recently she worked at a large asset management firm as the key account manager for some of the firm's largest and most profitable clients. In this role she identified key leverage points throughout the client's organizations in order to strategically position the firm's products for success. Melanie maintains a network of independent financial advisors who own mid- to large- sized advisory firms and are in need of new ideas to solve the complicated challenges of their high net worth clients.

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Melanie Karlberg, CFP®
Partner Melanie has 19 years of experience in the investment industry working with High Net Worth clients, and most recently with Institutional clients. She spent 11 years at Fidelity as a Financial Planner working with hundreds of individuals, businesses and families. Most recently she worked at a large asset management firm as the key account manager for some of the firm's largest and most profitable clients. In this role she identified key leverage points throughout the client's organizations in order to strategically position the firm's products for success. Melanie maintains a network of independent financial advisors who own mid- to large- sized advisory firms and are in need of new ideas to solve the complicated challenges of their high net worth clients. Melanie Karlberg, CFP® Partner Related Projects Slider

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Melanie Karlberg, CFP®
Melanie Karlberg, CFP® Partner Melanie has 19 years of experience in the investment industry working with High Net Worth clients, and most recently with Institutional clients. She spent 11 years at Fidelity as a Financial Planner working with hundreds of individuals, businesses and families. Most recently she worked at a large asset management firm as the key account manager for some of the firm's largest and most profitable clients. In this role she identified key leverage points throughout the client's organizations in order to strategically position the firm's products for success. Melanie maintains a network of independent financial advisors who own mid- to large- sized advisory firms and are in need of new ideas to solve the complicated challenges of their high net worth clients. Melanie Karlberg, CFP® Melanie has 19 years of experience in the investment industry working with High Net Worth clients, and most recently with Institutional clients. She spent 11 years at Fidelity as a Financial Planner working with hundreds of individuals, businesses and families. Most recently she worked at a large asset management firm as the key account manager for some of the firm's largest and most profitable clients. In this role she identified key leverage points throughout the client's organizations in order to strategically position the firm's products for success. Melanie maintains a network of independent financial advisors who own mid- to large- sized advisory firms and are in need of new ideas to solve the complicated challenges of their high net worth clients.

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