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.
Jason Callin, a Fidelity Workplace Financial Consultant, has more than 11 years with the company. He was previously a relationship manager at Fidelity's Minnetonka, Minnesota, Investor Center. Mr. Callin 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, and registered securities representative, Jason holds a bachelor's degree in economics from the University of Wisconsin-Stevens Point.
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.
Evelyn A. Rhines, a Fidelity Workplace Financial Consultant, has more than 1 year with the company and more than 18 years in the financial industry. She was previously a central relationship manager with the Personal Investing Group. Ms. Rhines 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, Evelyn holds a bachelor's degree in business administration with concentrations in finance, insurance and real estate (along with a minor in computer science) from the Minnesota State University, Mankato.
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.
