Fisher

Vice President, Retirement Director

Role
VP Retirement Director at Fidelity Investments
Location
Walnut Creek, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

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

  1. VP Retirement Director

    Fidelity Investments

    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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