San Tan Valley, AZ Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

2

Of 17,005 advisors across 1,872 offices

Location

San Tan Valley AZ

Advisors at this office

2

Advisors at this office

Logan H

Series 66

San Tan Valley, AZ

Fidelity

Logan Hancock is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2024 to 2026, and as Director and Retirement Planner at the same firm from 2022 to 2024. Before joining Fidelity Investments, he was an Assistant Vice President and Financial Solutions Advisor at Merrill from 2015 to 2022. In his professional capacity, Logan emphasizes understanding clients' unique financial goals through active listening and open dialogue. He collaborates with clients to pursue their financial objectives by leveraging his expertise alongside their vision. Outside of his professional work, Logan enjoys family activities, golf, parenthood, pets, snowboarding, and soccer.

General retirement planning Retirement income strategy Income planning Parents
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Ezra H

Series 63, Series 66

San Tan Valley, AZ

Fidelity

Ezra Hopoate is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments and prior positions across various sectors, including a missionary training center and technology services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with active oversight of sub-advisers and attention to conflict-of-interest management.

Charitable giving & philanthropy Active portfolio management
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