Research investment professionals with FINRA's BrokerCheck.
We're here to help during these challenging times. To reduce the risk of exposure to coronavirus COVID-19, all one-on-one appointments are currently taking place by telephone with the option of Zoom video conference.
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Chad McLain, a Fidelity director, retirement planner, has more than 10 years with the company. He was previously a retirement relationship manager for Fidelity's Retirement Investment Solutions Group. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Chad holds a bachelor's degree in finance and banking from Utah Valley University and master's degree in business administration from Colorado State University.
Nick Maly, a Fidelity director, retirement planner has more than six years with the company. He was previously an investment consultant at Fidelity's Denver, Colorado, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Nick holds a bachelor's degree in financial services management from Johnson & Wales University - Denver Campus.
No time to meet with a Retirement Planner on campus?
Fidelity has more than 180 Investor Centers across the country. The professionals in our Investor Centers are trained to provide you with retirement planning and investment help, and would be happy to help you with your particular situation*. Click the following link, and type in your zip code to find an Investor Center near you!
*Investor Center products and services are offered beyond your employer-sponsored retirement plan.