One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
Available times on | |
---|---|
Eastern Time |
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 Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Blake Winters joined Fidelity as a Workplace Financial Consultant in 2022 and has more than eight years in the financial industry. Mr. Winters promotes financial wellness for plan participants through one-on-one planning and educational events. An investment advisor representative, registered securities representative and licensed insurance representative, Blake holds a master's degree in finance from the University of Wyoming and a bachelor's degree in economics from the University of Nevada, Reno.
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.
Sanjana Ameen, a Fidelity Workplace Financial Consultant, has more than eight years with the company and 10 years in the financial industry. She was previously a planning consultant for Fidelity's Campbell, California investor center. Ms. Ameen promotes financial wellness for plan participants through one-on-one planning and educational events. An investment advisor representative, registered securities representative and licensed insurance representative, Sanjana holds a master's of business administration degree in finance from UC Berkeley - 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.