Giovanni Naranjo is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. His prior work includes positions at Merrill and DGP Editores, SAS. He is currently based in Bonita Springs, FL. 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.

Julie Garber is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Fidelity. She previously worked at BMO Private Bank for seven years. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.