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Josh Felsenfeld, a Fidelity retirement planner, has more than 18 years with the company. He was previously a relationship manager for Fidelity's Personal Investing Group. A CERTIFIED FINANCIAL PLANNERTM certificant and registered securities representative, Josh holds a bachelor's degree in business administration with an emphasis in finance and hospitality management from the University of Nevada, Las Vegas.
Thomas Huerta, a Fidelity director, retirement planner, has more than nine years with the company. He was previously a financial consultant at Fidelity's Woodland Hills, California, Investor Center. A Chartered Retirement Planning Counselor SM, investment advisor representative, and registered securities representative, Thomas holds a bachelor's degree in financial services from San Diego State University.