One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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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 Workplace Financial Consultants are licensed financial professionals who can help you plan for every stage of your life.
Laura DaVore, a Fidelity workplace planning and guidance consultant since 2010, has more than 13 years with the company. She was previously a regional consultant for Fidelity's Personal Workplace Investments. An investment adviser representative and a registered securities representative, Laura holds a bachelor's degree in business administration from California State University, Long Beach.
Kimball Dana, a Fidelity director, retirement planner, has more than 16 years with the company. He was previously an account executive for Fidelity's Personal Investing Group. A Chartered Retirement Planning Counselor SM, investment advisor representative, and registered securities representative, Kimball holds a bachelor's degree in finance from the University of Utah.
