Fidelity Investor Center in Mission Viejo, California
Your Investor Center can help with everything from building a plan to selecting the accounts that are right for you. Come visit us today.
27101 Puerta Real Suite 160 Mission Viejo, CA 92691
Branch phone number
Mon: 8:30 a.m. – 5:00 p.m.
Tue: 8:30 a.m. – 5:00 p.m.
Wed: 8:30 a.m. – 5:00 p.m.
Thu: 8:30 a.m. – 5:00 p.m.
Fri: 8:30 a.m. – 5:00 p.m.
Also by appointment
Additional branch info
Location: The branch is located in the North Building, on the right side of the driveway when facing the buildings.
Parking: Free parking is available in front of the Investor Center, next to the parking garage.
Seminars scheduled at this branch
We offer a wide selection of seminars. If you don't see the topic you're looking for below, please contact your local branch to express interest. To register for a seminar, please call 877-343-3548.
Fundamentals of Retirement Income Planning
Wednesday, September 19, 2018 at 2:00 PM
What to Know Before Taking Social Security
Wednesday, September 26, 2018 at 2:00 PM
Income Diversification: Creating a plan to support your lifestyle in retirement
Wednesday, October 3, 2018 at 2:00 PM
Tax Efficient Investing
Wednesday, October 10, 2018 at 2:00 PM
About our branch leadership
Bradley Norton, VP, Senior Branch Manager
Responsible for leading Fidelity's local Investor Center, offering financial and investment guidance to our customers including one-on-one retirement planning, wealth management, income strategies, and college planning services, as well as integrated employee benefits solutions.