One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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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.
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.
