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Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Chris Vlam, a Fidelity retirement planner, has more than 11 years with the company. He was previously a resolution specialist for Fidelity's Tax Exempt Market. Chris is an investment advisor representative, registered securities representative, and licensed insurance representative.
Thomas Huerta, a Fidelity director, retirement planner, has more than nine 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.
Erik Kautzmann, a Fidelity retirement planner, has more than eight 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 nine 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.
George Nofel, a Fidelity retirement planner, has more than seven 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.
Aaron Holyoak, a Fidelity retirement planner, has more than 15 years with the company. He was previously an investment education consultant with Fidelity's Personal Investing Tax-Exempt Market. An investment advisor representative and registered securities representative, Aaron holds a bachelor's degree in business information systems from Utah State University.
