Meet in-person for a consultation to discuss and plan for your needs - right at work.
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An in-person consultation with a Fidelity Retirement Planner provides you:
Fidelity will pair you with a representative who can help you now and at every stage of your life:
Daniel Weber, a Fidelity retirement planner, has more than seven 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.
Patricia Miranda, a Fidelity retirement planner, has more than four 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.
Matthew Case, a Fidelity retirement planner, has more than 12 years with the company. He was previously a financial consultant for Fidelity's Personal Investing Group. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, and registered securities representative, Matthew holds a bachelor's degree in economics from the University of Utah and a master's degree in finance from the University of Utah.
Thomas Huerta, a Fidelity director, retirement planner, has more than seven 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.
Ashley Ryan, a Fidelity retirement planner, has more than nine years with the company. She was previously an investment consultant at Fidelity's Irvine, California, Investor Center. Ashley is an investment advisor representative and registered securities representative.
Josh Felsenfeld, a Fidelity retirement planner, has more than 16 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 hospitality management and business administration with an emphasis in finance from the University of Nevada, Las Vegas.
Jeff Geslison, a Fidelity director, retirement planner, has more than eight years with the company. He was previously a planning and guidance consultant for Fidelity's Tax-Exempt Market. A Chartered Retirement Planning Counselor SM, investment advisor representative, and registered securities representative, Jeff holds a bachelor's degree in consumer studies from the University of Utah.
Christel A. Whittier, a Fidelity retirement planner, has more than 11 years with the company. She was previously a relationship manager with Fidelity Private Client Group®. A Chartered Retirement Planning CounselorSM, investment advisor representative and registered securities representative, Christel holds a bachelor's degree in English (with a minor in french) from Brandeis University and a master's degree in business (with a concentration in entrepreneurship) from Boston University
Questrom School of Business.
