Meet in-person for a consultation to discuss and plan for your needs - right at work. It's free.
An in-person consultation with a Fidelity Workplace Planning and Guidance Consultant provides you:
Fidelity will pair you with a representative who can help you now and at every stage of your life:
Thomas Huerta, a Fidelity workplace planning and guidance consultant since 2015, has more than four years with the company. He was previously a financial consultant at Fidelity's Woodland Hills, California, Investor Center. An investment advisor representative, registered securities representative, and licensed insurance representative, Thomas holds a bachelor's degree in financial services from San Diego State University.