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Raenicia Noelle Haworth

Advisor at Fidelity — Long Beach, CA

Updated today

Credentials

Series 66

Experience

3 years

Location

Long Beach, CA

Fidelity logo

Fidelity

Institution

Total advisors

17,062

Across 1,882 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Raenicia Haworth is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Her background includes roles at various educational institutions and the Boston Institute of Finance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Client services

Based on Fidelity

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

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

Long Beach, CA

Long Beach CA

Advisors at this office

6

Most active in

California · Texas

Work history

3 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

Fidelity Investments

2023 - Present • 3 years

Torrance, CA

Boston Institute of Finance

2023 - 2023 • 1 year

Palmdale, CA

The Palmdale Aerospace Academy

2022 - 2023 • 1 year

Palmdale, CA

San Ysidro Elementary School District

2021 - 2022 • 1 year

San Ysidro, CA

Tri City Christian School

2020 - 2021 • 1 year

Vista, CA

Beverly Hills Unified School District

2019 - 2020 • 1 year

Beverly Hills, CA

Lowell Joint School District

2017 - 2019 • 2 years

Whittier, CA

Fullerton Elementary School District

2017 - 2019 • 2 years

Fullerton, CA

California State University, Fullerton

2011 - 2018 • 7 years

Fullerton, CA

Disclosures

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

Business activities & affiliations

Marie T

CFP®

Hawthorne, CA

Modern Assets, LLC

I'm Marie Thomasson, CFP®, and I built Mothered to offer financial planning for women so that money supports your human experience instead of dictating it. My clients carry a lot of labels: wife, divorcee, widow, mother, daughter, or single. At Mothered, you’re more than any of them. Whether you’re planning for the next three generations or “just” yourself, we support your needs and desires fully, without judgment, and with the care you deserve. You’ve carried the weight financially and emotionally, whether you’re in the midst of figuring out the moving parts or in a place to stop and get organized. Let Mothered share the load by caring for your finances like a mother would. Mothered keeps a small client load to give each person depth of care and attention. My job is to collaborate with you to build a framework that nurtures your financial empowerment so that your will outshines the pull of fear. My clients often bring me problems that aren’t financial, and I organize a financial gameplan to dispel the fear at the root of the issue. Mothered’s services transmute your emotional responses to money so you can use it as the tool for the life you want: a life of art and culture, hotels with robes, travel, and care for your loved ones and community. Money gets to be a resource for connection and expression as well as freedom from want and security from fear. Wild, worldly matriarchs and childless cat ladies, please apply.

Inherited wealth Founder/Business Owner Intergenerational Families Women's Finance Gen X (Born 1965-1980)

Garrett F

Series 65

Fullerton, CA

Connective Wealth Partners, LLC

Garrett Faulconer is an investment advisor representative at Connective Wealth Partners, LLC with a Series 65 license and two years of industry experience. Prior to joining Connective Wealth Partners in 2025, he worked at FG Advisory Services, LLC and The Financial Gym, where he held investment advisory roles. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-based investment process with a long-term orientation, constructing portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Wealth management
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George B

CFA®

Palos Verdes Estates, CA

Confido Capital, LLC

Brad Boyd, CFA, is founder and CIO of Confido Capital, LLC. He helps individuals, families and business owners build portfolios around their income needs, long-term goals and tolerance for risk. He brings 20+ years of investment-industry experience, with expertise in fixed income, income strategies, multi-asset investing, portfolio construction and risk management. Before founding Confido, Brad held executive and portfolio management roles at Oaktree and Payden & Rygel. Today, he combines that experience with personal, approachable investment management and wealth advisory, with a focus on the South Bay of Los Angeles.

Private / alternative investments Options & derivatives strategies Active portfolio management
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Jeffrey M

Series 65, Series 66

Downey, CA

Kodiak Capital Advisors LLC

Jeffrey Mansell is a financial advisor with Kodiak Capital Advisors LLC, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at National Planning Corporation and Edward Jones. Kodiak Capital Advisors LLC provides discretionary portfolio management to individuals and high-net-worth clients, focusing on customized investment policies and ongoing portfolio supervision. The firm’s investment approach emphasizes fundamental analysis and may include small- and medium-cap securities, bonds, ETFs, and options strategies.

Active portfolio management
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Nelson W

Series 65

Los Alamitos, CA

Open Square Capital, LLC

Nelson Wu is a financial advisor at Open Square Capital, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at Open Square Capital since 2015, with prior experience at Open Insights Capital from 2022 to 2025. Open Square Capital provides discretionary portfolio management to high-net-worth individuals through separately managed accounts and serves as the general partner and manager of a private investment limited partnership. The firm employs a value-oriented, long-term investment approach that focuses on concentrated holdings and combines private fund sponsorship with pooled-vehicle management within a solo-practitioner structure.

Active portfolio management Concentrated stock management Wealth management
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Linda W

CFP®, Series 63, Series 65

Long Beach, CA

Linda A. Walker, CFP

Linda Walker is a Certified Financial Planner® with 46 years of industry experience. She has served as principal of her independent firm, Linda A. Walker, CFP, since 1996 and has also been affiliated with LPL Financial since 1991. Her outside activities include limited involvement in non-variable insurance related to long-term care. Her firm provides financial planning and consulting services to a small client base, focusing on retirement, education, tax, and budgeting projections. The firm offers non-discretionary, fee-for-service advice emphasizing asset allocation using Morningstar tools and a combination of fundamental, technical, and cyclical analysis.

General retirement planning Income planning Cash flow / budgeting
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