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Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Gene Varela, a Fidelity director, retirement planner, has more than 23 years with the company. He was previously an account executive at Fidelity's Orlando, Florida, Investor Center. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Gene holds a bachelor's degree in economics from the City University of New York, Brooklyn College.
JT Carpenter, a Fidelity retirement planner, has more than eight years with the company. He was previously a workplace planning consultant with Fidelity's Workplace Planning and Advice group. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, and registered securities representative, JT holds a bachelor's degree in psychology from the University of South Carolina.