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Summer: Pacific Time/Winter: Mountain Time |
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 in-person, over the phone or through video conference. When scheduling a one-on-one online, enter Arizona University System as the employer name.
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Ryan Barton, a Fidelity Workplace Financial Consultant, has more than eight years with the company and 18 years in the financial industry. He was previously a director, retirement planner at Fidelity's Utah Regional Center. Mr. Barton promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Ryan holds a bachelor's degree in finance from Southern Utah University.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.