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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:
Diane Ullom, a Fidelity retirement planner, has more than five years with the company. She was previously a senior relationship manager for Fidelity's Private Client Group at the Palo Alto Investor Center in California. She is an investment advisor representative, registered securities representative and attended Canada College and College of San Mateo.
Shane Reniker rejoined Fidelity as a retirement planner in 2018. A CERTIFIED FINANCIAL PLANNERTM certificant, an investment advisor representative and a registered securities representative, Shane holds a bachelor of science in economics from the United States Air Force Academy and a master of business administration from Auburn University.