Fidelity Investments Consultant On Campus Today
September 10, 2014
Fidelity Investments' planning and guidance consultant Geoff Nelson is on campus today to meet with faculty and staff members who want to review their retirement savings plans or discuss other financial goals. Sessions are up to 45 minutes each and are by appointment only.
To schedule an appointment online:
- Go to getguidance.fidelity.com/universityofcalifornia.
- Select the button for "one-on-one consultations.”
- Select the "University of California" link and choose your location from the drop-down list
To schedule your appointment by phone, call 800-558-9182.