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We're here to help during these challenging times. To reduce the risk of exposure to coronavirus COVID-19, all one-on-one appointments are currently taking place by telephone with the option of Zoom video conference.
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
January Johnson, a Fidelity director, retirement planner, has more than nine years with the company. She was previously an account executive for Fidelity's Personal Investing Group. A Chartered Retirement Planning Counselor SM, investment advisor representative, and registered securities representative, January holds a bachelor's degree in business from Montana State University.
Erik Kautzmann, a Fidelity retirement planner, has more than eight years with the company. He was previously a relationship manager for Fidelity's Personal Investing Group in the Mountain View Investor Center. Erik is a Chartered Retirement Planning CounselorSM, an investment advisor representative and registered securities representative.
