San Jose, CA Office

Sanjana Ameen is a financial advisor with Fidelity in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked in various capacities within Fidelity since 2015, most recently with Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs. The firm is noted for its roles as a commodity pool operator and as an advisor to multiple registered investment companies, as well as for its use of algorithmic methods and AI in portfolio management.

Joseph Basulto is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he focuses on collaborating with clients to develop comprehensive financial plans that align with their goals and financial vision. He aims to provide clients with the information necessary to make confident decisions related to their overall financial wellness. Joseph has been with Fidelity Investments since 2007, progressing through various roles including Financial Representative, Private Client Relationship Manager, Investment Representative, Financial Consultant, and Workplace Financial Consultant. His extensive experience spans financial consulting and client relationship management within the company. He holds a California Insurance License.

Fernanda Graziela Hardy is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at Quest Flex Consulting, Primerica Financial Services, and Metro by T-Mobile. Outside of advising, she is involved in creating social media content and websites, writing and publishing children’s books in partnership with friends, and providing occasional pet and child care. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Rufino Tiongson is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2022, previously serving as a Central Relationship Manager from 2022 to 2023 and as a Relationship Manager from 2023 to 2024. Prior to joining Fidelity Investments, Rufino worked as a Relationship Banker at Wells Fargo from 2017 to 2022. In his current role, Rufino focuses on educating and partnering with clients to develop personalized financial strategies that support their goals. He is committed to understanding the significance of financial decisions and their impact on clients' lives and families. Rufino holds a California Insurance License. Outside of his professional work, Rufino enjoys bowling, exploring food, football, hiking, and snowboarding.