Mountain View, CA W El Camino Real Office

Nick Simon is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he serves as an advocate for clients to ensure their financial plans are personalized to support their individual goals. Prior to his current position, Nick worked as an Investment Consultant at Fidelity Investments from 2022 to 2024, and briefly as a Relationship Manager at the same firm in 2022. He also has experience as a Financial Solutions Advisor at Merrill Lynch from 2021 to 2022 and as a Financial Advisor at Merrill Lynch from 2019 to 2021. Nick holds a California Insurance License.

Kevin Ma is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans by leveraging Fidelity's holistic strategies and offerings. He focuses on understanding clients' short and long term goals to provide personalized financial guidance. Prior to joining Fidelity Investments in 2024, Kevin worked as a Financial Solutions Advisor at Merrill Lynch from 2021 to 2024. He holds a California Insurance License, supporting his capacity to advise clients on insurance-related financial matters. Outside of his professional role, Kevin has interests in cooking, baking, and running.

Mia Li is a Planning Consultant at Fidelity Investments, a position she has held since 2024. In this role, she focuses on helping clients strive for their financial goals through a client-centered approach. Prior to her current role, Mia worked as a Relationship Manager at Fidelity Investments from 2022 to 2024. She also has experience as a Financial Solutions Advisor and Banker at Bank of America between 2020 and 2022. Mia holds a California Insurance License. Outside of her professional career, Mia enjoys activities such as badminton, visiting museums, painting, snowboarding, and traveling.

Ella Zarren is a Financial Consultant at Fidelity Investments, where she has been serving since 2019. She works primarily with high net worth families in Silicon Valley, focusing on comprehensive family wealth planning to support financial independence. Ella is supported by a team of professionals to assist clients throughout their wealth planning journey. Her experience at Fidelity includes roles as a Financial Representative, Relationship Manager, Planning Consultant, and currently as a Financial Consultant, reflecting a progression of responsibilities and expertise in financial advisory services. She holds a California Insurance License. Outside of her professional career, Ella has personal interests that include baseball, board games, family activities, singing, traveling, and yoga.

Timothy Liu is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he partners with clients and their families to develop customized financial plans tailored to their unique situations, implementing strategies aimed at pursuing their financial goals. He serves as a primary resource for comprehensive wealth management planning at Fidelity. Prior to joining Fidelity, Timothy worked as a Senior Private Client Advisor at Bank of the West from 2015 to 2022. He holds a California Insurance License, which supports his work in providing financial advisory services. Outside of his professional work, Timothy has personal interests in boating, cars, fishing, and traveling.

Bridgette Chang is an Investment Consultant at Fidelity Investments, a position she has held since 2025. She is focused on helping clients strive for their financial goals through her professional process, beliefs, and values. Her experience in the financial industry includes roles such as Relationship Banker and Associate Banker at J.P. Morgan Chase Bank, N.A., as well as Financial Representative at Fidelity Investments. Bridgette holds a California Insurance License. Outside of her professional work, Bridgette has personal interests in fitness and photography.

Seth Tom is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2024. Outside of his advisory role, Seth serves as the head coach for the Tonga Weightlifting Federation, coaching an athlete and attending competitions. Fidelity’s affiliated Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprised of mutual funds, ETFs, and ETPs.

Sandra Jerez is Vice President and Branch Leader at Fidelity Investments, where she leads a team of Financial Consultants and investment service associates. In her role, she oversees all aspects of branch operations, including customer interactions, team building, and training strategies. Sandra focuses on developing associates and managing operational activities to provide value to clients and assist them in achieving their financial goals through planning. Prior to joining Fidelity Investments in 2023, Sandra held positions at Merrill Lynch, serving as Performance Manager from 2019 to 2022 and as Market Leader from 2013 to 2019. She holds a California Insurance License.

Ryan Nguyen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase & Co., Scharf Investments, LLC, and Fidelity Investments. He also has experience in education, having worked at Evergreen Valley College and Piedmont Hills High School. Fidelity’s Strategic Advisers LLC provides 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

David Zhou is a Financial Consultant currently working at Fidelity since 2021. He has prior experience as a Vice President Market Manager at Merrill Lynch from 2011 to 2020. His background in financial services includes advisory and management roles, which he utilizes to support his clients effectively. David holds a California Insurance License. He is interested in investing and financial planning and aims to share this knowledge with his clients to assist them. Outside of his professional work, David enjoys snowboarding, swimming, and traveling.

Fazeel Dinga is a Financial Consultant currently working at Fidelity Investments since 2022. He provides clients with tailored guidance to help plan for and pursue their financial goals. Prior to his current role, Fazeel served as Vice President of Investments and Private Client Advisor at J.P. Morgan Wealth Management from 2020 to 2022. He also held a position at J.P. Morgan Chase between 2017 and 2020. He holds a California Insurance License. Outside of his professional work, Fazeel has personal interests in cars, cooking and baking, fitness, football, motorcycles, and pets.

Raymond Ruan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he partners with clients to understand their financial goals and develop personalized financial plans tailored to their unique needs. Prior to joining Fidelity Investments, he was an Assistant Vice President and Financial Solutions Advisor at Merrill Lynch from 2009 to 2012, and before that, a Personal Relationship Advisor at Citicorp Investment Services from 2006 to 2009. Raymond holds a California Insurance License. Outside of his professional responsibilities, he has interests in art, hiking, museums, photography, and traveling.

Evan Zeller is a Financial Consultant who prioritizes building genuine connections with clients based on trust and empathy. His approach focuses on understanding clients' financial goals and delivering personalized strategies with integrity and care. He has professional experience as a Planning Consultant at Fidelity from 2024 to 2025 and served as a Financial Planning Associate at Summit Financial Group from 2021 to 2024. Evan holds a California Insurance License, complementing his expertise in financial planning. Outside of his professional life, Evan enjoys spending time at the beach, cooking and baking, fitness activities, golf, and hiking.

Pankit Patel serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he assists clients in utilizing Fidelity's suite of resources to develop and implement financial plans tailored to their individual and family economic situations. His approach is centered on clients' needs and financial goals. Patel has over a decade of experience working with High Net Worth clients in retirement, income, and wealth planning. Prior to joining Fidelity, he was Assistant Vice President and Financial Advisor at Merrill Lynch from 2011 to 2012, and an Investment Consultant and Registered Representative at UBS from 2007 to 2011. He holds a California Insurance License.

Theresa Sellinger is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and has previously worked at Next Insurance and HSBC US, as well as having been affiliated with Cornell University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad investable universe.