Long Beach, CA Office

John Razon is a financial advisor with Fidelity Investments in Long Beach, CA, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Wells Fargo Advisors and Barnes & Noble, Inc. Outside of his advisory work, he provides luxury rideshare services as an independent contractor for both Lyft and Uber. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Kendra Kearney is a Series 66 licensed financial advisor with 13 years of industry experience. She currently works at Fidelity Investments and has previously been employed by Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and UnionBanc Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm serves a variety of clients such as registered investment companies and an IRS-qualified Charitable Gift Fund.

An Le is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, An Le worked at firms including J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Bank of America, Merrill Lynch, and Valic Financial Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Joshua Dodds is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Prudential and Starbucks. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies.

Raenicia Haworth is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Her background includes roles at various educational institutions and the Boston Institute of Finance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.