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Penn Medicine
Fidelity Investments® Workplace Savings
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Contact Us

Meet with a Fidelity Workplace Financial Consultant

One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.

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

Pick a Date and Time:

 


Available times on

Eastern Time

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

You don't have to know all the answers.

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?


Schedule a one-on-one meeting

We are here to help you over the phone or through video conference.


Schedule a one-on-one meeting


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 Workplace Consultant, has more than 11 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 Workplace Financial Consultant, has more than 13 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 Workplace Financial Consultant 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 Workplace Financial Consultant, has more than 10 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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