One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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 Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Sasha Heathman, a Fidelity Workplace Financial Consultant, has more than seven years with the company. She was previously a national retirement planner based in Dallas, Texas. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Sasha holds a bachelor's degree in human development from the University of Texas at Austin and a master's degree in business administration from the University of Illinois Urbana-Champaign.
Nicholas Camarella joined Fidelity as a Workplace Financial Consultant in 2016. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Nicholas holds a bachelor's degree in economics from California State University, Fullerton.