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That's why we're here to help . Meeting with Fidelity one-on-one can help you feel better about your finances. Whether you're dealing with short-term financial needs, or want to get a handle on your retirement, we're here to help answer questions like:
Fidelity will pair you with a representative who can help you now and at every stage of your life:
Michele Klanian, a Fidelity director, retirement planner, has more than 34 years with the company. She was previously a relationship manager for Fidelity Private Client Group. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Michele holds a bachelor's degree in political science from Wheaton College in Massachusetts.
Sasha Owens, a Fidelity retirement planner, has more than five years with the company. She was previously a national retirement planner based in Dallas, Texas. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Sasha holds a bachelor's degree in human development from the University of Texas at Austin.