One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
Available times on | |
---|---|
Pacific Time |
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?
We are here to help you over the phone or through video conference.
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Jasmine Smalls, a Fidelity Workplace Financial Consultant, has more than four years with the company. She was previously a planning consultant for Fidelity's Woodland Hills Investor Center. Ms. Smalls promotes financial wellness for plan participants through one-on-one planning and educational events. An investment advisor representative, registered securities representative and licensed insurance representative, Jasmine holds a bachelor's degree in business management from Old Dominion University.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Victor Correa joined Fidelity as a Workplace Financial Consultant in 2022 and has more than seven years in the financial industry. Mr. Correa promotes financial wellness for plan participants through one-on-one planning and educational events. An investment advisor representative and registered securities representative, Victor holds a double bachelor?s degree in business from California State University of Long Beach.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Tom DeCristofaro joined Fidelity as a Workplace Financial Consultant in 2019 and has more than 21 years in the financial industry. Mr. DeCristofaro promotes financial wellness for plan participants through one-on-one planning and educational events. A Chartered Retirement Planning CounselorSM, investment advisor representative, and registered securities representative, Tom holds a bachelor's of science degree in business administration from California State University, Sacramento.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Brenda Knudsen, a Fidelity Workplace Financial Consultant, has more than four years with the company and 40 years in the financial industry. She was previously a financial consultant for Fidelity's San Francisco Investor Center. Ms. Knudsen promotes financial wellness for plan participants through one-on-one planning and educational events. She is a Chartered Retirement Planning CounselorSM, an investment advisor representative, registered securities representative and licensed insurance representative.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Josh Puckett joined Fidelity as a Workplace Financial Consultant in 2023 and has more than 12 years in the financial industry. Mr. Puckett promotes financial wellness for plan participants through one-on-one planning and educational events. An investment advisor representative, registered securities representative, and licensed insurance representative, Josh holds a bachelor's degree in business administration with a concentration in finance from California State University, San Bernardino and a master's degree in financial planning from Golden Gate University.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.