Meet in-person for a consultation to discuss and plan for your needs - right at work.
An in-person consultation with a Fidelity Retirement Planner provides you:
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Caroline Mason, a Fidelity retirement planner, has more than 13 years with the company. She was previously an account executive at Fidelity's Chandler, Arizona, Investor Center. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Caroline holds a bachelor's degree in business administration from the University of Phoenix.