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 Workplace Financial Consultants are licensed financial professionals who can help you plan for every stage of your life.
Pervis Stepney, a Fidelity Workplace Financial Consultant, has more than 21 years with the company. She was previously an investments representative at Fidelity's Cleveland, Ohio, Investor Center. A Chartered Retirement Planning Counselor SM, investment advisor representative, and registered securities representative, Pervis holds a bachelor's degree in criminal justice from Kent State University.
Adam Hahn, a Fidelity Workplace Financial Consultant, has more than 13 years with the company. He was previously a private client specialist for Fidelity's Personal Investing Group. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Adam holds a bachelor's degree in business from Miami University, Ohio and a master's degree in entrepreneurship from Baldwin Wallace University.
Trevor Valentine, a Fidelity Workplace Financial Consultant, has more than 11 years with the company. He was previously an investments representative at Fidelity's Westlake, Ohio, Investor Center. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Trevor holds a bachelor's degree in business administration from Ohio University.
Alana Salandy, a Fidelity Workplace Financial Consultant, has more than seven years with the company. She was previously a retirement planner for Fidelity's Tax-Exempt Market Group. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Alana holds a bachelor's degree in international business from Berkeley College.
Juan Carlos Espinal, a Fidelity Workplace Financial Consultant, has more than 14 years with the company. He was previously an investment education consultant within the Fidelity Employee Meeting group for the South East Region. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, and registered securities representative, Juan holds a bachelor of science degree in aviation management from Bridgewater State University.
