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We're here to help during these challenging times. To reduce the risk of exposure to coronavirus COVID-19, all one-on-one appointments are currently taking place by telephone with the option of Zoom video conference.
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 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.