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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.
Damond Petersen, a Fidelity director, retirement planner, has more than 18 years with the company. He was previously an investment representative for Fidelity's Salt Lake City, Utah, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Damond holds a bachelor's degree in political science (with a minor in Mandarin Chinese) from Utah State University and master's degree in business administration from the University of Utah.
Chad McLain, a Fidelity director, retirement planner, has more than nine years with the company. He was previously a retirement relationship manager for Fidelity's Retirement Investment Solutions Group. A Chartered Retirement Planning CounselorSM, 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.
Sam Casad, a Fidelity director, retirement planner, has more than 13 years with the company. He was previously a financial planning consultant for Fidelity's Brea, California, Investor Center. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Sam holds a bachelor's degree in communications from California State University, Northridge and master's degree in communications (with an emphasis in public relations) from the University of Tennessee, Knoxville.
Nick Maly, a Fidelity 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.
