One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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That's why we are here to help. Meeting with Fidelity one-on-one can help you feel better about your finances. Whether you're curious about short-term financial needs, or want to get a handle on your retirement goals, we're here to help answer questions like:
-How do I create a budget that works for me?
-How can I save for tomorrow when I'm dealing with today?
-Am I on track to retire when I want to?
We are here to help you over the phone or through video conference.
Our Workplace Financial Consultants are licensed financial professionals who can help you plan for every stage of your life.
Sanjana Ameen, a Fidelity Workplace Financial Consultant, has more than seven years with the company. She was previously a planning consultant for Fidelity's Campbell - California branch. Ms. Ameen provides onsite educational workshops and individual consultations for Fidelity 457(b) clients and their employees to help them understand their retirement and investment needs. An investment advisor representative, registered securities representative, and licensed insurance representative, Sanjana holds an MBA in Finance from University of California - Haas School of Business.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Elizabeth Trevino, a Fidelity Workplace Financial Consultant, has more than seven years with the company. She was previously a high net worth associate for Fidelity's Personal Investing Regional Centers. Ms. Trevino provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A Chartered Retirement Planning CounselorSM, investment advisor representative, and registered securities representative, Elizabeth holds a bachelor of business administration in finance from The University of Texas at Austin.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
