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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Regional Advisors for Sonoma County, California

A Fidelity advisor can work with you to help you build a plan for your full financial picture.

Sonoma County Regional Advisors

Any of our regional advisors can help you identify and pursue financial goals, create a retirement income strategy, build a personalized investment plan, implement tax-smart investing techniques, and develop a plan for your legacy. We're available to work with you in person, by phone, or over video. To learn more about a specific advisor's background, select one of the names below.

Christel Whittier

Casey Hull

Doug Williams

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Please call us at 800-544-6666.

Investing involves risk, including risk of loss.

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

The Fidelity Investments and pyramid design logo is a registered service mark of FMR LLC.

Investment advisory services are provided through Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, for a fee. Brokerage services are provided through Fidelity Brokerage Services LLC (FBS). Both are Fidelity Investments companies.

Fidelity advisors are licensed representatives of FPWA and registered representatives of FBS. Whether a Fidelity advisor provides advisory or brokerage services to you will depend on the products and services you choose.

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Regional Advisors for Sonoma County, California

Sonoma County Regional Advisors

Let's talk about how we can work together

Need help with an existing account?

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Regional Advisors for Sonoma County, California

Sonoma County Regional Advisors

Let's talk about how we can work together

Need help with an existing account?