Meet in-person for a consultation to discuss and plan for your needs - right at work. It's free.
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An in-person consultation with a Fidelity Retirement Planner provides you:
To help make sure you are on track with your savings goals - and to help your consultant better understand your unique situation - Fidelity recommends you bring the following to your appointment:
Fidelity will pair you with a representative who can help you now and at every stage of your life. Meet the University's Fidelity Retirement Planners:
Paul Bhe, a Fidelity director, retirement planner, has more than 25 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 Counselor SM, investment advisor representative, and registered securities representative, Andy holds a bachelor's degree in business administration and economics from Milligan College.
Caroline Mason, a Fidelity retirement planner, has more than 11 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.