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Fidelity Investments

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Investment - ServicesFinancial - Services

About Us

Certified Financial Planner and licensed investment advisor specializing in Retirement planning and investment strategies.

''I am passionate about helping my clients work toward their financial and retirement goals, through good markets and bad. You can leverage my many years of experience working with families in retirement, income, and wealth planning, to help create and execute a plan that makes sense for you and your family now and in the future. Working with Fidelity provides you access to our trusted brand, our industry leading technology, our cost efficient investment platform and our client focused approach.''

CERTIFIED FINANCIAL PLANNERĀ® Certificant
Insurance Licenses: Life, Health and Annuities
CA# 0K55278
Registrations: Series 6, 7 and 66

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