One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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.
Nick Maly, a Fidelity Workplace Financial Consultant, has more than seven years with the company. He was previously an investment consultant at Fidelity's Denver, Colorado, Investor Center. 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.
Shane M. Reniker, a Fidelity Workplace Financial Consultant, 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 Missouri Bar.