Katelyn Galante

Workplace Planning Consultant Ii @Fidelity Investments

Portland, OR, US

Support clients with clear guidance on complex retirement planning strategies• Walk participants through NUA considerations in a way that feels simple and approachable• Help clients understand RIPC options and how each choice aligns with their long term goals• Provide thoughtful retirement distribution strategies tailored to their unique situations• Build trust through calm, personalized conversations that make complicated topics feel manageable• Focus on deep discovery to understand needs and create confident next steps• Make planning feel human by listening, simplifying, and meeting clients where they are