Meet in-person for a consultation to discuss and plan for your needs - right at work.
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An in-person consultation with a Fidelity Retirement Planner provides you:
Fidelity will pair you with a representative who can help you now and at every stage of your life:
Laura DaVore, a Fidelity workplace planning and guidance consultant since 2010, has more than 13 years with the company. She was previously a regional consultant for Fidelity's Personal Workplace Investments. An investment adviser representative and a registered securities representative, Laura holds a bachelor's degree in business administration from California State University, Long Beach.
Kimball Dana, a Fidelity director, retirement planner, has more than 16 years with the company. He was previously an account executive for Fidelity's Personal Investing Group. A Chartered Retirement Planning Counselor SM, investment advisor representative, and registered securities representative, Kimball holds a bachelor's degree in finance from the University of Utah.