One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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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 Workplace Financial Consultants are licensed financial professionals who can help you plan for every stage of your life.
Brian Baker, a Fidelity Workplace Financial Consultant, has more than 26 years with the company. Mr. Baker promotes financial wellness for plan participants through one-on-one planning and educational events. A Chartered Retirement Planning CounselorSM, 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.
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.
Danielle Gomez, a Fidelity Workplace Financial Consultant, has more than nine years with the company and 15 years in the financial industry. She was previously a planning consultant for Fidelity's Katy, TX Investor Center. Mrs. Gomez promotes financial wellness for plan participants through one-on-one planning and educational events. An investment advisor representative, registered securities representative and licensed insurance representative, Danielle holds a bachelor's degree in marketing from Texas State University.
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.
Russell Jeanis, a Fidelity Workplace Financial Consultant, has more than 11 years with the company. He was previously an investments representative at Fidelity's Denver, Colorado, Investor Center. Mr. Jeanis 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, Russell holds a bachelor's degree in history and business from Texas A&M University.
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.