One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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That's why we are here to help. Meeting with Fidelity one-on-one can help you feel better about your finances. Whether you're curious about short-term financial needs, or want to get a handle on your retirement goals, we're here to help answer questions like:
-How do I create a budget that works for me?
-How can I save for tomorrow when I'm dealing with today?
-Am I on track to retire when I want to?
We are here to help you over the phone or through video conference.
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Jasmine Smalls, a Fidelity Workplace Financial Consultant, has more than four years with the company. She was previously a planning consultant for Fidelity's Woodland Hills Investor Center. Ms. Smalls provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. An investment advisor representative, registered securities representative, and a licensed insurance representative, Jasmine holds a bachelor's degree in business management from Old Dominion University.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Victor Correa joined Fidelity as a Workplace Financial Consultant in 2022 and has more than seven years in the financial industry. Mr. Correa provides onsite educational workshops and individual consultations for Fidelity 403(b) and 457(b) clients and their employees to help them understand their retirement and investment needs. An investment advisor representative and registered securities representative, Victor holds a double bachelor?s degree in business from California State University of Long Beach.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Tom DeCristofaro joined Fidelity as a Workplace Financial Consultant in 2019 and has more than 20 years in the financial industry. Mr. DeCristofaro provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A Chartered Retirement Planning CounselorSM, investment advisor representative, and registered securities representative, Tom holds a bachelor's degree in business administration (with concentrations in marketing and strategic management) from California State University, Sacramento.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Brenda Knudsen, a Fidelity Workplace Financial Consultant, joined Fidelity in 2019 as a Financial Consultant in the San Francisco Investor Center. Prior to Fidelity, she worked at Lucia Financial for ten years, focusing on retirement planning. Brenda provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. She is an investment advisor representative, registered securities representative, and licensed insurance representative.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Anthony Lyle, a Fidelity Workplace Financial Consultant, has more than six years with the company. He was previously a relationship manager for Fidelity's Personal Investing group. Mr. Lyle provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. Anthony is a Chartered Retirement Planning CounselorSM, an investment advisor representative and registered securities representative.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
