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 July 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 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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Email format at Fidelity Investments

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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 →

NS Nicolas Souffrant Nicolas Souffrant Colleague at Fidelity InvestmentsGreater Boston, United States View → DK Dinesh Krishna Murugan Dinesh Krishna Murugan Colleague at Fidelity InvestmentsGarner, North Carolina, United States View → FM Frank Margiotta Frank Margiotta Colleague at Fidelity InvestmentsCongers, New York, United States View → MM Matthew Marcotte Matthew Marcotte Colleague at Fidelity InvestmentsGreater Boston, United States View → JM Joe Mellino Joe Mellino Colleague at Fidelity InvestmentsWaterford, Connecticut, United States View → SA Srikar Annapragada Srikar Annapragada Colleague at Fidelity InvestmentsUrbana, Illinois, United States View → MA Mounika A. Mounika A. Colleague at Fidelity InvestmentsNew York City Metropolitan Area, United States View → AS Augustine S. Augustine S. Colleague at Fidelity InvestmentsWashington Dc-Baltimore Area, United States View → AC Adam Croweak Adam Croweak Colleague at Fidelity InvestmentsWalton, Kentucky, United States View → DD Derrick D. Jacks Derrick D. Jacks Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, 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 Nicolas Souffrant, Dinesh Krishna Murugan, Frank Margiotta, Matthew Marcotte, and Joe Mellino.

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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