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:
Samuel Casad, a Fidelity director, retirement planner, has more than 12 years with the company. He was previously a financial planning consultant at Fidelity's Brea, California, Investor Center. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Samuel holds a bachelor's degree in communications from California State University, Northridge and master's degree in communications with an emphasis in public relations from the University of Tennessee, Knoxville.