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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.
A consultation with a Fidelity Retirement Planner provides you:
To help make sure you are on track with your savings goals - and to help your Retirement Planner better understand your unique situation - Fidelity recommends you bring the following to your phone appointment:
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life. Meet the University's Fidelity Retirement Planners:
Paul Bhe, a Fidelity director, retirement planner, has more than 27 years with the company. He was previously a regional consultant at Fidelity's Indianapolis, Indiana, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, and registered securities representative, Paul holds a bachelor's degree in economics from the University of Cincinnati.
Andy Marsh joined Fidelity as a retirement planner in 2010. A Chartered Retirement Planning CounselorSM, investment advisor representative, and registered securities representative, Andy holds a bachelor's degree in business administration and economics from Milligan College.