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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.
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.
