Rachel Foti

Advisor at Fidelity

Updated today

Location

Bridgewater, NJ 08807-5530

Credentials

Series 63, Series 65

Industry experience

10 years

About

Rachel Foti is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In her role, she works closely with clients to develop customized financial plans tailored to their family's unique needs, emphasizing ongoing communication and strategic plan improvement.

Her professional experience includes roles as an Associate Producer and Paraplanner at The Garback Agency in 2025, and as an Associate Producer at Dennis R. Hahn Financial and Insurance Services from 2017 to 2025. Earlier in her career, she worked as a Registered Phone Representative at Merrill Lynch from 2015 to 2017. Rachel holds a California Insurance License.

Outside of her professional work, Rachel is involved in family activities and social events with friends. She also enjoys snowboarding and traveling.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

General retirement planning Income planning Cash flow / budgeting

Demographic focus

Parents Married/Couples/Partners

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Location

750 Route 202, Suites 110, 430

Bridgewater, NJ 08807-5530

Most active in

New Jersey · Texas

Work history

FIDELITY INVESTMENTS

2025 - Present (1 year)

UnEmployed

2025 - 2025 (1 year)

The Garback Agency

2025 - 2025 (1 year)

LPL Enterprise

2024 - 2025 (1 year)

Dennis R. Hahn

2017 - 2025 (8 years)

PRUCO Securities, LLC.

2017 - 2024 (7 years)

Merrill

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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