Menifee, CA Office

Zaid Diaz is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following roles at Wells Fargo Bank and Wells Fargo Clearing Services. Outside of finance, he has work experience with In-N-Out Burger. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it utilizes algorithmic methods and AI in its investment process.

Rohaib Hamid is a Financial Consultant currently working at Fidelity Investments since 2019. He has previously served as a Financial Advisor at Morgan Stanley from 2013 to 2019. Rohaib focuses on providing client-centric service and emphasizes goals-based financial planning. He holds a California Insurance License, supporting his ability to offer comprehensive financial advice. Rohaib draws on his personal experience as a family person to partner with clients in creating personalized financial roadmaps aligned with their aspirations and family security. Outside of his professional work, Rohaib has interests in board games, cars, comedy, music, and pets.

Richard Rogers is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Outside of his advisory role, Rogers is the sole proprietor of Connect The Dot Coaching, offering leadership and life coaching through virtual and in-person sessions. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Syed Zaidi is a financial advisor with Fidelity who holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Wells Fargo Bank, Wells Fargo Clearing, loanDepot, and Bank of America. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.