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Cfp® Sirma Tzoutzova

Wealth Management Advisor at Fidelity Private Wealth Management

Sirma Tzoutzova, CFP®, CWS®, is a highly skilled and experienced Certified Financial Planner and Certified Wealth Strategist with a demonstrated track record of 20 years in the financial services industry.

She is known for her visionary and strategic thinking, commitment to delivering exceptional client experiences, and her knack for generating innovative ideas and driving positive change.

Sirma is results-driven, detail-oriented, and methodical in her approach, ensuring the successful attainment of both personal and organizational objectives.

With a background in English and American Studies and Journalism from the University of Sofia, Bulgaria, along with graduate studies in English Studies from the University of Leeds, she brings a diverse skill set to her financial expertise.

Sirma's professional journey includes roles as a Wealth Management Advisor at Fidelity Investments, Vice President and Senior Account Executive at Fidelity Investments Private Client Group, and various positions at Silicon Valley Bank.

Her career also features experience as an Investment Representative, Participant Services Representative, and Account Executive at Fidelity Investments Private Client Group, showcasing her versatility and depth of knowledge in the financial sector.

Additionally, she has prior experience as an Assistant Project Coordinator and Interpreter at WORLD INVESTMENT NEWS, further highlighting her adaptability and cross-functional capabilities.

Sirma Tzoutzova excels in communication, both verbal and written, and carries herself with self-confidence and professionalism in all endeavors.

Cfp® Sirma Tzoutzova
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Location

San Francisco Bay Area