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Penn Medicine
Fidelity Investments® Workplace Savings
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Meet with a Fidelity Retirement Planner

Research investment professionals with FINRA's BrokerCheck.

Fidelity is here for you! Please see important information below.

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Fidelity is here for you! Please see important information below.

IMPORTANT: Meetings are Now Held by Phone

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.


Schedule a phone appointment


Who You Will Meet

Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.

Benjamin Foreman

Benjamin Foreman, a Fidelity director, retirement planner, has more than 10 years with the company. He was previously a financial consultant for Fidelity's Personal Investing group. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Benjamin holds a bachelor's degree in communications from Westminster College.

Eddie Jimenez

Eddie Jimenez, a Fidelity director, retirement planner, has more than twelve years with the company. He was previously a financial consultant at Fidelity's Millburn, New Jersey, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Eddie holds a bachelor's degree in finance & history from Rutgers University.

George Christiani

George Christiani joined Fidelity as a retirement planner in 2020. A Certified Financial PlannerTM certificant, registered securities representative, and licensed insurance representative, George holds a bachelor's degree in business administration from Baruch College.

Daniel McCarthy

Daniel McCarthy, a Fidelity retirement planner, has more than nine years with the company. He was previously a financial consultant at Fidelity's King of Prussia, Pennsylvania, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Daniel holds a bachelor's degree in finance from St. Joseph's University.

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