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Thomas S

Series 63, Series 65

Los Alamitos, CA

Fidelity

Thomas Schiada is a Vice President Private Wealth Management Advisor at Fidelity Investments, where he has worked since 2005. In his current role, he helps families develop personalized wealth strategies focused on growth, preservation, and transfer of wealth. He coordinates a team of specialists, including an Investment Manager, an Advanced Planner, and a Trust Officer, to deliver comprehensive wealth planning services. Thomas has extensive experience in private wealth management, having progressed through positions at Fidelity Investments from Financial Consultant to Vice President over nearly two decades. He holds a California Insurance License which supports his advisory capabilities. Outside of his professional work, Thomas has personal interests that include baseball, golf, music, social events with friends, parenthood, and traveling.

Wealth management General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy Gifting strategies
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