Meet with Us
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.
Need Assistance? We’re Here to Help.
Financial professionals can help answer questions like:
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How do I create a budget that works for me?
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How can I save for tomorrow when I'm dealing with today?
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Am I on track to retire when I want to?
Meet With a Financial Representative
Our Workplace Financial Consultants are licensed professionals who can help you plan for every stage of your life.
Juan Carlos Espinal
Juan Carlos Espinal, a Fidelity Workplace Financial Consultant, has more than 14 years with the company. He was previously an investment education consultant within the Fidelity Employee Meeting group for the South East Region. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, and registered securities representative, Juan Carlos holds a Bachelor of Science degree in aviation management from Bridgewater State University.
Chat With Us
Fidelity: 800-642-7131
Representatives are available between 8 a.m. and 9 p.m. ET,
Monday through Friday.
TIAA: 800-842-2252
Representatives are available between 8 a.m.
and 10 p.m. ET, Monday through Friday.
Go Online
Review your account balances, manage your contributions, and access more money management tools.
The CERTIFIED FINANCIAL PLANNER™ certification, which is also referred to as a CFP® certification, is offered by the Certified Financial Planner Board of Standards Inc. (“CFP Board”). To obtain the CFP® certification, candidates must pass the comprehensive CFP® Certification examination, pass the CFP® Board’s fitness standards for candidates and registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility, and have at least three years of qualifying work experience, among other requirements. The CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S.