Collin West Email and Phone Number

For over two decades, I’ve consulted with financial advisors and plan sponsors to provide retirement and benefit solutions to their plan participants.I lead a team of Retirement Directors, working with advisors in the Western half of the United States. We focus on understanding our clients’ complex needs in order to provide tailored benefit solutions such as 401(k), Defined Benefit, Health Savings Accounts, Student Debt, Workplace Giving and Payroll solutions.My primary career passions are coaching, sales excellence, relationship building, and career mentorship. This is a critical industry and we all have a tremendous amount of work ahead of us in order to help improve financial wellness for American workers.I am grateful to live in Manhattan Beach, CA with my wife and two daughters. I love coaching soccer and basketball, spending our weekends at the beach, volunteering as a Georgetown Alumni interviewer, and listening to vinyl records.__________________________________ Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments. Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content. Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, Smithfield, RI 02917 935815.2.0