Webinar Recording | Cyber and Personal Security: Strategies For Protecting Your Wealth

Since the COVID-19 pandemic arrived in the United States, cybercrimes have increased by 600%.1 Cyber security plays a vital role in protecting your personal data, and it is especially important now. In order to effectively protect yourself from cybercriminals, we first need to understand what they look for in a potential target. View our discussion below, and be sure to download this free brochure on protecting your personal security: [PDF Download Link]

We recently held a webinar to discuss cyber and personal security. Gary Rossi, a former FBI Special Agent who now serves as Head of Security Services at Fidelity, was on hand to share his cyber security expertise and show you: 

  • The key pieces to your personal defensive strategy
  • How to manage your digital footprint
  • How to identify scam attempts and threats to your cyber security
  • How to vet household help and others who can access your data
HubSpot Video


Gary Rossi

Gary has over 30 years of experience as a private sector and law enforcement security professional with deep expertise in investigations, cyber security, risk mitigation and strategic planning. Gary joined Fidelity Investments in 2003 and served as Fidelity’s Head of Corporate Investigations for nearly a decade, which included leading all Customer Fraud/Identity Theft matters, Anti-Money Laundering cases and Cyber-related investigations. Gary and his team created a comprehensive and proactive anti-fraud program to protect Fidelity’s customers from sophisticated cyber criminals. Gary now works directly with clients to help them better understand security threats and build appropriate mitigation strategies for them and their families.

Prior to Fidelity, Gary served for 14 years as a Special Agent for the Federal Bureau of Investigation (FBI). He specialized in a wide variety of white collar crime investigations, including sophisticated financial frauds, cybercrimes and public corruption. Gary functioned as the Chief of the FBI's Undercover and Sensitive Operations unit at FBI Headquarters in Washington, D.C; this unit was responsible for overseeing many of the FBI's most sensitive and complex cases. Prior to the FBI, Gary worked as a CPA for Arthur Andersen & Co., and as a consultant for the cyber security consulting firm @Stake (now Symantec). Gary holds a degree in Accountancy and Management from Bentley University.


Jason Klopman, CFP®

Jason is a Senior Wealth Advisor and Partner at XML Financial Group. Jason is a 14- year veteran at XML Financial Group and a member of both the Leadership and Investment Committees. Jason is a Certified Financial Planner™ and his specialty revolves around the financial planning process and asset allocation strategies. Through his training with one of Wall Street’s largest financial institutions and then XML Financial Group, Jason acquired the necessary skills to help build the practice. He is a key component of the analysis, preparation and implementation elements of the financial planning process and is dedicated to helping his clients establish and achieve their financial goals, needs and priorities.


*This webinar is for educational and informational purposes only. Content is not intended to be a recommendation or solicitation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice.


1PurpleSec, 2020 Cyber Security Statistics. (Link)

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