San Ramon, CA Office

Sahil Dilawari is currently serving as Vice President and Branch Leader. He has been working as a Financial Consultant at Fidelity Investments since 2020. Prior to this role, he was a Private Client Advisor at J.P. Morgan Chase from 2018 to 2020 and held the position of Senior Manager at Alliant - LPL Financial from 2012 to 2018. Sahil's professional experience spans comprehensive financial planning and investment strategies. He holds a California Insurance License and is focused on delivering wealth planning services tailored to client priorities. He is committed to helping clients and their families by developing customized financial plans that address their specific needs and goals.

Puja Aggarwal is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2021. She has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, she worked as a Financial Advisor at Merrill Lynch and as a Relationship Banker at JP Morgan Chase. With 15 years of experience in the financial services industry, Puja specializes in wealth planning and works with individuals, families, business owners, executives, and institutions. She guides clients through rising, declining, and volatile markets by employing a comprehensive financial planning process aimed at helping them take educated and disciplined actions toward their goals. Puja holds a California Insurance License. Outside of work, her interests include spending time at the beach, comedy, social events with friends, hiking, caring for pets, and traveling.

Brandon Cheng is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services since 2019, recently transitioning to Fidelity Investments. His prior experience includes roles at Patelco Credit Union, CUSO Financial Services, LP, and Gray Matter Elite. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Erin Escobar is a financial advisor with Fidelity Investments in San Ramon, CA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Fidelity, she worked at Dibbler, Inc., Franklin Energy, Build It Green, and Digistream Investigations. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, providing model portfolios that utilize mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.