Justin Kelly
Planning Consultant at Fidelity Investments
Based in Washington, United States
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Seniority
Manager
Department
General Business & Management
Location
Washington
Industry
Financial Services
Company size
84K
Contact information
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j•••••••@fidelity.com
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Background
About Justin Kelly
As a Planning Consultant with Fidelity, I work with our clients to build personalized financial plans, designed to address their long-term & short-term goals (or concerns). I work diligently to ensure my client’s plans are designed to meet the unique needs of their family. Through this initial and ongoing planning process, I’m able to identify and recommend strategies related to- Investments & managed solutions - Roth IRAs vs Traditional IRAs - Insurance Planning - Income Planning using annuities, CDs, bonds, & dividends - Insurance Planning & Longterm Care - Education planning with 529s & UTMAs - Debt planning - Charitable giving & philanthropy & QCD - Tax smart investment strategies - Social Security & RMD planning - Legacy planning
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