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That's why we're here to help . Meeting with Fidelity one-on-one can help you feel better about your finances. Whether you're dealing with short-term financial needs, or want to get a handle on your retirement, we're here to help answer questions like:
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 five 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
