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.
Seth Yanik, a Fidelity director, retirement planner, has more than 19 years with the company. He was previously an account executive at Fidelity's Chicago, Illinois, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Seth holds a bachelor's degree in finance and general business from Miami University of Ohio.
Dewey Doyle is a financial consultant within the Institutional Retirement division at TIAA (tiaa.org). Dewey began his financial services career in May of 2006 and has been with TIAA since April 2017. Dewey holds a Bachelor of Science from Grand Valley State University. He holds FINRA Series 7 and 66 registrations while maintaining Life, Health and Variable Annuity licenses from the State(s) of Michigan. Additionally, Dewey has obtained the Chartered Retirement Planning Counselor (CRPC®) and Certified Financial Planner (CFP®).
