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Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Diane Ullom, a Fidelity retirement planner, has more than six 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. A Chartered Retirement Planning Counselor SM, investment advisor representative, and registered securities representative, Diane attended Canada College and College of San Mateo.
Shane M. Reniker, a Fidelity retirement planner, has more than six years with the company. He was previously a financial planning consultant at Fidelity's Mission Viejo, CA, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, and registered securities representative, Shane holds a bachelor's degree in economics from the United States Air Force Academy, a master's degree in business administration (with concentrations in finance and the management of information systems) from Auburn University, a juris doctorate from Mitchell Hamline School of Law with an emphasis on business law and is a member of the The Missouri Bar.