Fidelity Investor Center in Santa Monica, California
Your Investor Center can help with everything from building a plan to selecting the accounts that are right for you.
Santa Monica
1200 Wilshire Boulevard Santa Monica, CA 90403
Branch phone number
800-873-5131
Hours
By appointment only
Financial planning by appointment onlyAdditional branch info
Location: The branch is located at the southwest corner of 12th Street and Wilshire Boulevard.
Parking: Free parking is available in the underground parking garage located on 12th Street behind the Investor Center. Additional metered parking is available on 12th Street and Wilshire Boulevard.
About our branch leadership
Emily Damiano, VP, Branch Leader
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.
How our Investor Center can help with your full financial picture
Achieving goals
We can help you save for the things that are most important to you.
Retirement income planning
Retirement doesn't mean the same thing to everyone. Your advisor can help you build a plan designed to let you retire on your own terms.
Investment solutions
You and your advisor will work together to create an investment plan based on your goals, your personal situation, and your preferences.
Estate planning strategies
We can help you create a plan for what comes next for the people who matter most to you.
Tax considerations
Your advisor can help you identify and implement tax-smart techniques designed to help you keep more of what your investments earn.
Let's talk about how we can work together
Already have a dedicated Fidelity advisor?
Schedule an appointmentLog In Required
Need help with an existing account?
Please call us at 800-544-6666.
741059.10.0
