Meet in-person for a consultation to discuss and plan for your needs - right at work.
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An in-person consultation with a Fidelity Retirement Planner provides you:
Fidelity will pair you with a representative who can help you now and at every stage of your life:
Jason Johnston, a Fidelity director, retirement planner, has more than 11 years with the company. He was previously a workplace planning and guidance consultant for Fidelity's Tax-Exempt Market Group. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Jason holds a bachelor's degree in business finance from Oklahoma State University.
Daniel Grauwiler, a Fidelity retirement planner, has more than 12 years with the company. He was previously a retirement solutions representative for Fidelity's Personal and Workplace Investing Group. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Daniel holds a bachelor's degree in finance from the University of Texas at Arlington.
Brian Baker, a Fidelity retirement planner, has more than 15 years with the company. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Brian holds a bachelor's degree in business administration (with a major in finance) from Stephen F. Austin State University.
