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Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Christian Frost, a Fidelity retirement planner, has more than nine years with the company. He was previously a national retirement planner based in Covington, KY. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, and registered securities representative, Christian holds a bachelor's degree in marketing from Howard University.
Bill Giesen, a Fidelity director, retirement planner, has more than 20 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 director, retirement planner, has more than nine 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.
