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Paige P
CFP®, Series 63, Series 66
Wellington, FL
Fidelity
Paige Power is Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2019. She has over 15 years of financial planning experience, having previously served as Vice President and Wealth Management Advisor at Merrill Lynch from 2005 to 2019. In her role, Paige helps executives navigate their financial lives by crafting thoughtful and realistic financial frameworks that incorporate both workplace benefits and personal financial considerations. She emphasizes the use of plain language to ensure her clients can make informed decisions. Paige holds a California Insurance License. Outside of her professional work, she enjoys social events with friends, hiking, horseback riding, skiing, traveling, and practicing yoga.
Matthew R
Series 66
Wellington, FL
Fidelity
Matthew Rahim is a financial advisor with Fidelity Investments and holds a Series 66 designation. He has four years of industry experience and has worked at several firms including Fisher Investments and Lincoln Investment LLC. His career also includes experience outside of financial services with roles at Indian River State College and Hollister Co. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a portfolio construction process combining proprietary fundamental research, quantitative analysis, and algorithmic methods to manage model portfolios across mutual funds, ETFs, and ETPs.
Craig M
CFP®, Series 63, Series 65, Series 66
Wellington, FL
Fidelity
Craig Martz is a CFP® professional with 25 years of industry experience, currently with Fidelity Investments. His prior roles include positions at TD Ameritrade, Axa Advisors, and Waddell & Reed. He is associated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including advisory roles for registered investment companies and the development of model portfolios.
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