Francisco Catalán, Cfp®, Crpc™
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Francisco Catalán, Cfp®, Crpc™ Email & Phone Number

Client Support Specialist I at Fidelity Investments
Location: College Station, Texas, United States 3 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Fidelity Investments
Role
Client Support Specialist I
Location
College Station, Texas, United States
Company size
83148 employees

Who is Francisco Catalán, Cfp®, Crpc™? Overview

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Quick answer

Francisco Catalán, Cfp®, Crpc™ is listed as Client Support Specialist I at Fidelity Investments, a company with 83148 employees, based in College Station, Texas, United States. AeroLeads shows a matched LinkedIn profile for Francisco Catalán, Cfp®, Crpc™.

Francisco Catalán, Cfp®, Crpc™ previously worked as Financial Solutions Advisor at Merrill Edge and Relationship Manager at Bank Of America. Francisco Catalán, Cfp®, Crpc™ holds Non-Degree (Executive Education Program), Financial Planning Program from Pepperdine Graziadio Business School.

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Fidelity Investments

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Profile bio

About Francisco Catalán, Cfp®, Crpc™

As a Financial Solutions Advisor at Merrill Edge, I provide end-to-end comprehensive advice to clients with complex financial needs. I have been in this role for over five years, and I hold the Certified Financial Planner (CFP) credential, as well as the Series 7 and 66 licenses. My mission is to help clients live their best financial lives by guiding them with advice and solutions that are aligned with their goals. I leverage my expertise in personal financial planning, financial advisory, and retirement planning to deliver customized strategies and portfolios that suit each client's unique situation. I also partner with sales specialists and other professionals to offer a holistic and integrated approach to financial wellness.

Current workplace

Francisco Catalán, Cfp®, Crpc™'s current company

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Fidelity Investments
Fidelity Investments
Client Support Specialist I
Los Angeles, CA, US
Website
fidelity.com
Employees
83148
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Company profile
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3 roles

Francisco Catalán, Cfp®, Crpc™ work experience

A career timeline built from the work history available for this profile.

Financial Solutions Advisor

Current
Merrill Edge

College Station, Texas, United States

Provide end-to-end comprehensive advice by looking at a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives.

Jun 2018 - Present

Relationship Manager

Bank Of America

Greater Los Angeles Area

Deepening relationships by connecting customers to sales specialists and offering appropriate financial solutions and services to both individual and small business clients.

Dec 2012 - May 2018
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 83148 employees →

MM Michael Mason Michael Mason Colleague at Fidelity Investments Marlborough, Massachusetts, United States, United States View → J( Jessica (Giles) Birnstihl Jessica (Giles) Birnstihl Colleague at Fidelity Investments United States, United States View → PL Paul Laskey Paul Laskey Colleague at Fidelity Investments Cincinnati Metropolitan Area, United States View → JS Joseph Sicree Joseph Sicree Colleague at Fidelity Investments Cambridge, Massachusetts, United States, United States View → PM Patrick Mcnally Patrick Mcnally Colleague at Fidelity Investments Boston, Massachusetts, United States, United States View → IB Ignacio Bartolomei, Mba Ignacio Bartolomei, Mba Colleague at Fidelity Investments Orlando, Florida, United States, United States View → MS Matthew Schirle Matthew Schirle Colleague at Fidelity Investments Salt Lake City, Utah, United States, United States View → AM Andrew Megia Andrew Megia Colleague at Fidelity Investments San Francisco Bay Area, United States, United States View → VL Victoria Liantonio Victoria Liantonio Colleague at Fidelity Investments Palm Beach Gardens, Florida, United States, United States View → SS Savanna Smith Savanna Smith Colleague at Fidelity Investments American Fork, Utah, United States, United States View →
2 education records

Francisco Catalán, Cfp®, Crpc™ education

FAQ

Frequently asked questions about Francisco Catalán, Cfp®, Crpc™

Quick answers generated from the profile data available on this page.

What company does Francisco Catalán, Cfp®, Crpc™ work for?

Francisco Catalán, Cfp®, Crpc™ works for Fidelity Investments.

What is Francisco Catalán, Cfp®, Crpc™'s role at Fidelity Investments?

Francisco Catalán, Cfp®, Crpc™ is listed as Client Support Specialist I at Fidelity Investments.

Where is Francisco Catalán, Cfp®, Crpc™ based?

Francisco Catalán, Cfp®, Crpc™ is based in College Station, Texas, United States while working with Fidelity Investments.

What companies has Francisco Catalán, Cfp®, Crpc™ worked for?

Francisco Catalán, Cfp®, Crpc™ has worked for Fidelity Investments, Merrill Edge, and Bank Of America.

Who are Francisco Catalán, Cfp®, Crpc™'s colleagues at Fidelity Investments?

Francisco Catalán, Cfp®, Crpc™'s colleagues at Fidelity Investments include Michael Mason, Jessica (Giles) Birnstihl, Paul Laskey, Joseph Sicree, and Patrick Mcnally.

How can I contact Francisco Catalán, Cfp®, Crpc™?

You can use AeroLeads to view verified contact signals for Francisco Catalán, Cfp®, Crpc™ at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Francisco Catalán, Cfp®, Crpc™ attend?

Francisco Catalán, Cfp®, Crpc™ holds Non-Degree (Executive Education Program), Financial Planning Program from Pepperdine Graziadio Business School.

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