One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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.
Michele Klanian, a Fidelity Workplace Financial Consultant, has more than 36 years with the company. She was previously a relationship manager for Fidelity Private Client Group. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Michele holds a bachelor's degree in political science from Wheaton College in Massachusetts.
Nicholas Camarella joined Fidelity as a Workplace Financial Consultant in 2016. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Nicholas holds a bachelor's degree in economics from California State University, Fullerton.