One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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We understand that everyone's needs are different, and that your retirement plan is only part of your financial situation. Our goal is to help you increase your financial knowledge and confidence. As part of your Stanford University benefits, you have the opportunity to meet with a Workplace Financial Consultant, attend a virtual webinar or a "Ask Fidelity" session, all of which are complimentary.
Click on the below link(s) to view availability, topics and times.
| Meet/Talk with a Workplace Financial Consultant | Attend a Virtual Web Workshop | Ask Fidelity | ||
| At Fidelity, we are experienced in helping people plan for their financial futures. We can help with basic budgeting to complex financial situations. | Join Fidelity for live educational webinars, where you'll learn strategies and tips to help you manage your financial future with confidence. | Join our Workplace Financial Consultants for a brief presentation and live group Q&A session to get your questions answered and hear what others are asking too! | ||
| Schedule a consultation | Reserve your spot today | Register by clicking here and selecting "Virtual Event" from the Event Type drop down menu. |
Our Fidelity Workplace Financial Consultants are licensed financial professionals who can help you plan for every stage of your life.
Nick Maly, a Fidelity Workplace Financial Consultant, has more than nine years with the company. He was previously an investment consultant at Fidelity's Denver, Colorado Investor Center. Mr. Maly promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Nick holds a bachelor's degree in financial services management from Johnson & Wales University - Denver Campus.
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.
