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.
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Our Workplace Financial Consultants are licensed financial professionals who can help you plan for every stage of your life.
Laura DaVore, a Fidelity workplace planning and guidance consultant since 2010, has more than 13 years with the company. She was previously a regional consultant for Fidelity's Personal Workplace Investments. An investment adviser representative and a registered securities representative, Laura holds a bachelor's degree in business administration from California State University, Long Beach.
Kimball Dana, a Fidelity director, retirement planner, has more than 16 years with the company. He was previously an account executive for Fidelity's Personal Investing Group. A Chartered Retirement Planning Counselor SM, investment advisor representative, and registered securities representative, Kimball holds a bachelor's degree in finance from the University of Utah.
