Chinh Lai
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Chinh Lai serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on financial planning with an emphasis on retirement, including planning for retirement, transitioning into retirement, and planning during retirement. He adopts an educational approach to help clients understand key financial concepts and feel confident in their decisions.
Before joining Fidelity Investments, Chinh worked as an Assistant Vice President and Private Banker at Wells Fargo Bank, N.A. from 2008 to 2019. He holds a California Insurance License.
Outside of work, Chinh enjoys family activities, football, tennis, traveling, and socializing with friends.
Fidelity Investments
2025 - Present (1 year)
Fidelity Brokerage Services LLC
2019 - Present (7 years)
Wells Fargo Clearing Services, LLc
2016 - 2019 (3 years)
Wells Fargo Advisors Llc
2011 - 2016 (5 years)
Wells Fargo Bank, N.A.
2008 - 2019 (11 years)
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Is active or affiliated with:
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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