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Rianna S

Series 66

San Francisco, CA

Fidelity

Rianna Skomorovsky is a financial advisor with Fidelity in San Francisco, holding a Series 66 designation and two years of industry experience. Her background includes roles at Fidelity Investments and involvement with the Tikvah School of Music and Dance. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI and machine learning in research.

Charitable giving & philanthropy Active portfolio management
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Sonali B

Series 65, Series 63

San Francisco, CA

Fidelity

Sonali Bhaumik is a Financial Consultant at Fidelity Investments, where she has been serving since 2026. Prior to this role, she held various positions within Fidelity Investments, including Planning Consultant (2025-2026), Relationship Manager (2022-2025), and Financial Representative (2021-2022). She began her professional career as a Compliance Officer at the Securities and Exchange Board of India from 1996 to 1999 and later worked as an Associate Product Manager at Franklin Templeton Investments between 1999 and 2003. Sonali holds a California Insurance License, supporting her work in the financial services field. Outside of her professional commitments, Sonali enjoys concerts, cooking and baking, gardening, painting, photography, and traveling.

Wealth management Financial Professional
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Andy X

Series 63, Series 66

San Francisco, CA

Fidelity

Andy Xie is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on guiding clients through their financial journeys by prioritizing comprehensive planning to align clients' priorities with their goals. Andy has accumulated experience in various capacities at Fidelity Investments, including roles as Investment Solutions Representative II and I, Stock Plan Associate, and Customer Relationship Advocate, spanning from 2021 to his current position in 2023. He holds a California Insurance License. Outside of his professional work, Andy has interests in fitness, culinary exploration, hiking, reading, and tennis.

General retirement planning Income planning Retirement income strategy
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