Fidelity One on One Appointments-In Person
About
Just because so many other things are on hold, that doesn't mean your financial and retirement planning should be. Daniel Kertz, your Fidelity Retirement Planner will be available and are committed to helping you plan for the future, whatever it may hold. Meetings are over the phone or via Zoom, your choice. Follow the instructions below to schedule your appointment. For assistance, contact Fidelity at 800-343-0860.Go to www.fidelity.com/schedule (https://urldefense.com/v3/__http://www.fidelity.com/schedule__;!!MLMg-p0Z!A7r22FM-8UatF7LATSu828jfkbvvFK3qtzDqrMwRFqr30TXiAORhLZAD6AKTPvG6Ms2NL8hvjEw03JIi9adH$) and select Schedule a time to talk.In the box for employer name, type Santa Clara University.
