Fisher
Vice President, Retirement Director
- Role
- VP Retirement Director at Fidelity Investments
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
About Fisher
Vice President, Retirement Director | Retirement Strategies for Advisors & TPAs | Enabling Better Benefits OutcomesWith over 18 years at Fidelity, I’ve had the privilege of working with financial advisors and third-party administrators to deliver tailored retirement and benefits solutions that help their clients thrive. My focus is on building strong, consultative relationships that simplify the complexities of the retirement landscape and drive meaningful outcomes for employers and their employees.By aligning strategy with service, I help advisors and their clients navigate evolving plan design, regulatory changes, and participant needs—ensuring they’re equipped to offer competitive, compliant, and impactful benefits programs.
Experience
VP Retirement Director
Oct 2025 — Present
Education
University of Florida
Finance, General
2005 — 2008
Skills
- Social Media
- Series 7
- 401k
- Asset Allocation
- Mutual Funds
- Retirement
- Sales
- Leadership
- Finance
- Investments
- Series 63
- Retirement Planning
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