One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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That's why we are here to help. Meeting with Fidelity one-on-one can help you feel better about your finances. Whether you're curious about short-term financial needs, or want to get a handle on your retirement goals, we're here to help answer questions like:
-How do I create a budget that works for me?
-How can I save for tomorrow when I'm dealing with today?
-Am I on track to retire when I want to?
We are here to help you over the phone or through video conference.
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Christian Frost, a Fidelity Workplace Financial Consultant, has more than 10 years with the company. He was previously a Fidelity national retirement planner in Covington, Kentucky. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, Christian holds a bachelor's degree in marketing from the Howard University.
Bill Giesen, a Fidelity Workplace Financial Consultant, has more than 21 years with the company. He was previously a retirement services manager for Fidelity's Tax-Exempt Market Group. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Bill holds a bachelor's degree in economics and marketing from Boston College's Wallace E. Carroll School of Management.
Thomas Huerta, a Fidelity Workplace Financial Consultant, has more than 10 years with the company. He was previously a financial consultant at Fidelity's Woodland Hills, California, Investor Center. A Chartered Retirement Planning Counselor SM, investment advisor representative, and registered securities representative, Thomas holds a bachelor's degree in financial services from San Diego State University.
