Meet in-person for a consultation to discuss and plan for your needs - right at work.
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An in-person consultation with a Fidelity Retirement Planner provides you:
Fidelity will pair you with a representative who can help you now and at every stage of your life:
Gene Varela, a Fidelity director, retirement planner, has more than 21 years with the company. He was previously an account executive at Fidelity's Orlando, Florida, Investor Center. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Gene holds a bachelor's degree in economics from the City University of New York, Brooklyn College.
Angela Casale, a Fidelity retirement planner, has more than 11 years with the company. She was previously a relationship manager at Fidelity's Greenville, South Carolina, Investor Center. An investment advisor representative and registered securities representative, Angela holds a bachelor's degree in marketing from Florida State University and a master's degree in business administration from Clemson University.
