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Nicholas C

Series 66

Rowlett, TX

Fidelity

Nick Crimi is a Benefits & Planning Consultant with Fidelity Investments, serving in the Executive Services division since 2024. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity from 2022 to 2024. He focuses on helping clients utilize Fidelity's financial tools and resources to develop tailored financial strategies that support their short-term objectives and long-term goals. Nick's approach centers on aligning financial planning with each client's unique aspirations. Outside of his professional work, he has personal interests that include board games, comedy, fitness, food, social events with friends, and traveling.

Retirement income strategy Income planning General retirement planning Executive
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