Celeste Revelli, CFP®, BFA™, CSM®, CSPO®
FPA National Board Member
Celeste Revelli, CFP®, BFA™, CSM®, CSPO®, currently serves on the board of directors for the Financial Planning Association® (FPA®), the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals and those who support the financial planning process.
Revelli currently serves as Director of Digital Planning at Fidelity Investments, where she focuses on AI-enabled financial planning strategy to integrate and enhance AI and optimization capabilities for the digital financial planning experiences used by Personal Investing clients and advisers.
Revelli has been in the financial services industry since 2009 when she started her career as a registered adviser with a broker-dealer. She went on to spend over a decade at eMoney Advisor, a market-leading financial planning technology platform for financial professionals, where she led and built advanced planning, financial education, and financial wellness programs as Director of Financial Planning.
Revelli received her bachelor’s degree in communications and marketing from Loyola University —Maryland and a Certificate in Financial Planning from Boston University. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Behavioral Finance Advisor (BFA™), a Certified Financial Education Instructor (CFEI), and an Agile-certified product professional. She is pursuing her MBA from Creighton University, specializing in financial psychology and behavioral finance.
Revelli dedicates time to serving her community in pro bono financial planning and financial literacy events for underserved clients. She also serves the profession by supporting next-generation planners, diversity and inclusion efforts, and exam and technology committees for CFP Board. She currently resides in Philadelphia with her husband and her son.