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 Workplace Financial Consultants 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 12 years with the company. He was previously a national retirement planner representative based out of Covington, KY. Mr. Frost provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, and registered securities representative, Christian holds a bachelor's degree in marketing from Howard University.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Josh Felsenfeld, a Fidelity Workplace Financial Consultant, has more than 20 years with the company. He was previously a relationship manager for Fidelity's Personal Investing Group. Mr. Felsenfeld provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative and registered securities representative, Josh holds a bachelor's degree in business administration with an emphasis in finance and hospitality management from the University of Nevada, Las Vegas.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Bill Giesen, a Fidelity Workplace Financial Consultant, has more than 22 years with the company. He was previously a retirement services manager for Fidelity's Tax-Exempt Market Group. Mr. Giesen provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A Chartered Retirement Planning CounselorSM, 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.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
