I am a certified financial planner (CFP) with over 35 years of experience in the financial services industry. My field of expertise is workplace planning and alternative investments, which I use to help clients achieve their financial goals and secure their retirement future. I work as a workplace planning consultant at Fidelity Investments, one of the largest and most trusted financial institutions in the world.In my role, I provide comprehensive financial guidance and education to employees of Fidelity's corporate clients. I help them understand their retirement benefits, investment options, and financial wellness strategies. I also assist them with setting up and managing their accounts, and provide ongoing support and follow-up. I leverage my skills and knowledge in alternative investments, mutual funds, and separately managed accounts to offer customized solutions that suit their risk tolerance and preferences. I enjoy building long-term relationships with my clients and seeing them achieve their financial dreams.