Fidelity Appointments with Andrea Leota, CFP
Meet a Planning and Guidance Consultant or Attend a Workshop As a valued employee of a not-for-profit organization, Fidelity invites you to take advantage of complimentary one-on-one Appointments and attend educational workshops covering a range of retirement and Financial topics. Does my portfolio have the right mix of investment? Am I saving enough to retire when and how I want? Will I have enough money to last throughout my retirement?
Andrea Leota, CFP ®
Workplace Planning & Guidance Consultant
Customer Service Associate