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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.
Daniel Weber, a Fidelity director, retirement planner, has more than eight years with the company. He was previously an investment consultant at Fidelity's Dublin, California, Investor Center. An investment advisor representative and registered securities representative, Daniel holds a bachelor's degree in business from Utah Valley University.
Thomas Huerta, a Fidelity director, retirement planner, has more than eight 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.
Greg Weston, a Fidelity director, retirement planner, has more than 19 years with the company. He was previously a senior account executive at Fidelity's Bridgeport, Oregon, Investor Center. A CERTIFIED FINANCIAL PLANNER TM certificant, investment advisor representative, and licensed insurance representative, Greg holds a bachelor's degree in finance from Weber State University.
Patricia Miranda, a Fidelity retirement planner, has more than five years with the company. She was previously a planning and guidance consultant for Fidelity's Tax Exempt Market. Patricia is an investment advisor representative and registered securities representative. Patricia holds a fellowship of the Canadian Securities Institute in Toronto, Canada.
Erik Kautzmann, a Fidelity retirement planner, has more than seven years with the company. He was previously a relationship manager for Fidelity's Personal Investing Group in the Mountain View Investor Center. Erik is a Chartered Retirement Planning CounselorSM, an investment advisor representative and registered securities representative.
Christian Frost, a Fidelity retirement planner, has more than eight 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.
Josh Felsenfeld, a Fidelity retirement planner, has more than 17 years with the company. He was previously a relationship manager for Fidelity's Personal Investing Group. A CERTIFIED FINANCIAL PLANNERTM certificant 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.
George Nofel, a Fidelity retirement planner, has more than six years with the company. He was previously an investment consultant for Fidelity's Santa Monica Wealth Planning Center. An investment advisor representative and registered securities representative, George holds a bachelor's degree in Business Management from Xavier University.
