Phil Eldredge
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Phil Eldredge Email & Phone Number

CRPC, Chartered Retirement Planning Consultant, series 7, 66, life and health insurance license at Fidelity Investments
Location: Tooele, Utah, United States 4 work roles 1 school
1 work email found @fidelity.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@fidelity.com
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Current company
Fidelity Investments
Role
CRPC, Chartered Retirement Planning Consultant, series 7, 66, life and health insurance license
Location
Tooele, Utah, United States
Company size
52767 employees

Who is Phil Eldredge? Overview

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Quick answer

Phil Eldredge is listed as CRPC, Chartered Retirement Planning Consultant, series 7, 66, life and health insurance license at Fidelity Investments, a company with 52767 employees, based in Tooele, Utah, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Phil Eldredge.

Phil Eldredge previously worked as Account Advisor at Fidelity Investments and Founder at Blue Line Financial Management Llc. Phil Eldredge holds Bachelor'S Degree, Construction Management from Brigham Young University.

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Email format at Fidelity Investments

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{first}.{last}@fidelity.com
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Profile bio

About Phil Eldredge

I started Blue Line Financial Management because, after 15 years in the trenches of the investment, I have learned by experience how to manage clients’ money the way it should be done. The result is, my clients avoid so many internal costs that are almost everywhere, and get real management, which is almost nowhere to be found.

Listed skills include Retirement Planning, Investments, Customer Service, Microsoft Office, and 9 others.

Current workplace

Phil Eldredge's current company

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Fidelity Investments
Fidelity Investments
CRPC, Chartered Retirement Planning Consultant, series 7, 66, life and health insurance license
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
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4 roles

Phil Eldredge work experience

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

Founder

Current
Blue Line Financial Management Llc

Tooele, UT

I started Blue Line Financial Management because, after 15 years in the trenches of the investment, I have learned by experience how to manage clients’ money the way it should be done. The result is, my clients avoid so many internal costs that are almost everywhere, and get real management, which is almost nowhere.

Mar 2017 - Present

Registered Investment Advisor

Deseret First Credit Union

Greater Salt Lake City Area

Deseret First Credit Union, a medium-sized credit Union with 11 branches in Utah, is expanding their services to their members to include a financial planning service. I worked with them to give them advice and counsel on how to establish the firm and how the program should be designed for their members. I was involved in every phase of setting up a.

Feb 2016 - Aug 2016

Planning And Guidance Consultant Tax Exempt Plans

Fidelity Investments

Greater Salt Lake City Area

Provide Retirement Planning and investment guidance to participants in 401a, 403b and 457b plans. I deliver investment guidance, and retirement planning in an effort to deliver high levels of client satisfaction and drive additional workplace plan consolidation and retail brokerage sales opportunities. Expertise ranges from basic retirement plan.

Jan 2006 - Feb 2016
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 52767 employees →

TS Taylor Sabin Taylor Sabin Colleague at Fidelity Investments Salt Lake City Metropolitan Area, United States View → JH Justin Howard Justin Howard Colleague at Fidelity Investments Dallas, Texas, United States, United States View → KB Katelyn Breen Katelyn Breen Colleague at Fidelity Investments Providence, Rhode Island, United States, United States View → RS Rosalie Samide, Ph.D. Rosalie Samide, Ph.D. Colleague at Fidelity Investments Boston, Massachusetts, United States, United States View → YK Yefim Kogan Yefim Kogan Colleague at Fidelity Investments Boston, Massachusetts, United States, United States View → CW Chris Wood Chris Wood Colleague at Fidelity Investments Grapevine, Texas, United States, United States View → MS Mayank Shahi Mayank Shahi Colleague at Fidelity Investments Bengaluru, Karnataka, India, India View → AS Adam Silverman Adam Silverman Colleague at Fidelity Investments Los Angeles Metropolitan Area, United States View → DV Dinesh Vishwakarma Dinesh Vishwakarma Colleague at Fidelity Investments Apex, North Carolina, United States, United States View → GT Gina Tandy (Cusano) Gina Tandy (Cusano) Colleague at Fidelity Investments Boston, Massachusetts, United States, United States View →
1 education record

Phil Eldredge education

FAQ

Frequently asked questions about Phil Eldredge

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

What company does Phil Eldredge work for?

Phil Eldredge works for Fidelity Investments.

What is Phil Eldredge's role at Fidelity Investments?

Phil Eldredge is listed as CRPC, Chartered Retirement Planning Consultant, series 7, 66, life and health insurance license at Fidelity Investments.

What is Phil Eldredge's email address?

AeroLeads has found 1 work email signal at @fidelity.com for Phil Eldredge at Fidelity Investments.

Where is Phil Eldredge based?

Phil Eldredge is based in Tooele, Utah, United States while working with Fidelity Investments.

What companies has Phil Eldredge worked for?

Phil Eldredge has worked for Fidelity Investments, Blue Line Financial Management Llc, and Deseret First Credit Union.

Who are Phil Eldredge's colleagues at Fidelity Investments?

Phil Eldredge's colleagues at Fidelity Investments include Taylor Sabin, Justin Howard, Katelyn Breen, Rosalie Samide, Ph.D., and Yefim Kogan.

How can I contact Phil Eldredge?

You can use AeroLeads to view verified contact signals for Phil Eldredge at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Phil Eldredge attend?

Phil Eldredge holds Bachelor'S Degree, Construction Management from Brigham Young University.

What skills is Phil Eldredge known for?

Phil Eldredge is listed with skills including Retirement Planning, Investments, Customer Service, Microsoft Office, Sales, Insurance, Employee Benefits, and Relationship Management.

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