Coral Springs, FL Office

William Klein is a Planning Consultant at Fidelity Investments, a position he has held since 2021. He focuses on helping clients develop retirement plans by utilizing the tools provided by Fidelity to create comprehensive and customized strategies tailored to individual client needs. Mr. Klein brings over 32 years of experience in the financial services industry. Prior to his current role, he served as Regional Director at Integrity Viking Funds from 2019 to 2021, and as Regional Vice President at New York Life Insurance from 1991 to 2019.

Charlie McCluskey is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2013, progressing through various positions including Financial Consultant, Investment Consultant, Retirement Solutions Representative, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Prior to joining Fidelity, he worked as an Associate Financial Advisor at Northwestern Mutual in 2012. Throughout his career, Charlie has developed expertise in financial consulting, investment strategies, retirement solutions, and client relationship management. His approach involves collaborating closely with clients to understand their goals, priorities, and values, in order to design tailored financial strategies that adapt as life circumstances and markets change. The information provided does not include details about his education, credentials, personal interests, or community involvement.