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:
Greg Weston, a Fidelity director, retirement planner, has more than 18 years with the company. He was previously a senior account executive at Fidelity's Bridgeport, Oregon, Investor Center. A CERTIFIED FINANCIAL PLANNER TM certificant, investment advisor representative, and licensed insurance representative, Greg holds a bachelor's degree in finance from Weber State University.
Justin Blatny, a Fidelity director, retirement planner, has more than four years with the company. A Chartered Retirement Planning Counselor SM, investment advisor representative, and registered securities representative, Justin holds a bachelor's degree in corporate recreation/wellness from Northwest Missouri State University.