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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.