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, through video conference, or in-person.
Our Workplace Financial Consultants are licensed financial professionals who can help you plan for every stage of your life.
Samuel Casad, a Fidelity Workplace Financial Consultant, has more than 16 years with the company. He was previously a financial planning consultant at Fidelity's Brea, California, Investor Center. Mr. Casad provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Samuel holds a bachelor's degree in communications from California State University, Northridge and master's degree in communications (with an emphasis in public relations) from the University of Tennessee, Knoxville.
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.
Stephen Maloney, a Fidelity Workplace Financial Consultant, has more than eight years with the company. Mr. Maloney provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Stephen holds a bachelor's degree in political science (with a minor in economics) from Regis 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.
Thomas Eyers, a Fidelity Workplace Financial Consultant, has more than eight years with the company and 24 years in the financial industry. He was previously a service associate at Fidelity's Greenwood Village, Colorado, Regional Center. Mr. Eyers provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and a licensed insurance representative, Thomas holds a bachelor's degree in finance from Frostburg 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.
Lynette Twedt, a Workplace Financial Consultant, has more than eight years with the company and has more than 37 years in the financial industry. Ms. Twedt provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative and licensed insurance representative, Lynette holds a bachelor's of business administration in finance from The University of Texas - Austin.
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.
