Celeste Revelli, CFP®, BFA™, CSM®, CSPO®

FPA National Board Member

Fidelity Institutional
Vice President of Financial Planning Integration
Affiliated Chapter
FPA of the Philadelphia Tri-State Area

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 is currently the Vice President of Financial Planning Integration at Fidelity Institutional® (FI), a division of Fidelity Investments that serves wealth management firms, asset managers, and institutional investors. As part of the Fidelity Institutional Technology team, Celeste leads product strategy to seamlessly incorporate financial planning into FI’s investment offerings and experiences.

Before her current role, Revelli led AI-enabled financial planning product strategy within Fidelity Wealth, a division of Fidelity Investments serving advisor-led retail customers. Here, she supported the enhancement of the financial planning knowledge graph, proactive planning engagers, digital retirement planning asset allocation, and scenario planning experiences for Fidelity retail customers and advisors. She began her career as a registered advisor and then spent over a decade at eMoney Advisor, where she led advanced planning support, financial education, research, and wellness programs.

Revelli holds a Bachelor’s degree from Loyola University Maryland, completed the Certified Financial Planning program at Boston University, and is pursuing an MBA in Financial Psychology and Behavioral Finance from Creighton University. She is a CERTIFIED FINANCIAL PLANNER® and Behavioral Finance Advisor (BFA™).  She serves on the National Board of Directors for the Financial Planning Association, supporting next-gen advisors, pro bono planning, financial literacy, and diversity efforts. She also contributes to CFP Board’s AI Working Group and Technology Standards Committee.

Revelli lives in Philadelphia with her husband and son, where they own a brewery and restaurant and are active in their community.