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