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Damond P
Series 63, Series 65
Washington, UT
Fidelity
Damond Petersen is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2001, progressing through roles including Director, Retirement Planner; Workplace P&G Consultant I; Retirement Counselor; Investment Representative; Financial Representative; and Senior Retirement Specialist. His professional experience encompasses retirement planning and investment consulting. Damond holds insurance licenses in Arkansas and California. Outside of his professional career, Damond enjoys family activities, hiking, outdoor adventures, singing, traveling, and volunteering. He has eight children and values experiencing different cultures and serving his community.
Mike P
CFP®, Series 63, Series 66
Washington, UT
Fidelity
Mike Panson is Vice President Private Wealth Management Advisor at Fidelity Investments, where he has served since 2022. He specializes in assisting corporate executives, including officers and directors subject to SEC Rules 144 and 16B, in managing the financial and regulatory complexities associated with their positions. His expertise includes employer-sponsored benefit plans and equity compensation, helping clients translate these complex areas into actionable strategies aligned with their broader life goals. Mike's tenure at Fidelity Investments spans over two decades, beginning as a Financial Representative in 1998. He progressed through roles including Account Executive, Senior Account Executive, and Executive Planning Consultant before assuming his current position. He holds a California Insurance License.
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