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Samuel Casad, a Fidelity director, retirement planner, has more than 14 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.