Walnut Creek, CA North Main Street Office

Pamela Thalund is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2021. In this role, she utilizes her extensive experience in financial services to assist clients in developing and maintaining personalized financial plans aimed at achieving their unique goals. Her career in the financial industry spans several decades, including roles such as Financial Consultant at Fidelity Investments from 2012 to 2021, Senior Manager at TD Ameritrade Institutional from 2008 to 2012, and various leadership positions at TD Waterhouse and Waterhouse Securities dating back to 1992. Pamela holds a California Insurance License, supporting her ability to provide comprehensive financial advice. Pamela emphasizes building personal relationships with clients to understand their individual situations and collaborates with them to implement strategies and investments tailored to their needs.

Sean Armstrong is a Financial Consultant at Fidelity Investments, a position he has held since 2013. He brings over 30 years of experience in the financial services industry, with a background that includes roles such as Branch Manager at TD Ameritrade and Charles Schwab, Registered Representative at Wellington Securities, and Account Executive at Dean Witter Reynolds. Sean specializes in financial planning and investment management, emphasizing personalized, one-on-one relationships. He works closely with clients to understand their comprehensive financial situations, enabling interactive planning and scenario analysis to develop adaptable financial plans that evolve with clients' goals. He holds a California Insurance License. Outside of his professional work, Sean enjoys biking, cooking and baking, participating in family activities, playing golf, hiking, and scuba diving.

Nico Martinez-Mejia is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2019, progressing through positions including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Universal Banker at Bank of the West from 2018 to 2019. Nico holds insurance licenses in Arkansas and California, supporting his expertise in financial planning and client relationship management. His approach focuses on understanding clients' individual goals and values to develop tailored financial plans aimed at achieving clarity and confidence in their financial futures. Outside of his professional work, Nico has interests in comedy, fitness, food, golf, outdoor adventures, and pets.

Matthew Mcguire is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Patelco Credit Union and McGuire Appraisal Service. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis. The firm constructs model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and oversees multiple registered investment companies and fund-of-funds.

Jihee Lee is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Lee worked at JP Morgan Chase and spent over a decade in the hospitality sector with Hilton Hotels. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI technologies in its investment process.

Emily Daniels is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various roles outside the financial sector, including positions at several restaurants and breweries, as well as teaching roles at community colleges. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Tina Pearce is a Planning Consultant who collaborates with individuals and families to create comprehensive financial plans tailored to their unique lives, goals, and values. She aims to be a dependable source of education, guidance, and support in financial planning. Her professional experience includes roles at Fidelity Investments, where she served as a Relationship Manager from 2022 to 2024 and as a Financial Representative from 2021 to 2022. Tina holds a California Insurance License. Outside of her professional work, Tina's personal interests include cooking and baking, family activities, exploring culinary experiences as a foodie, gardening, music, and practicing yoga.

Aasher Malik is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as an Investment Consultant and Financial Representative at Fidelity Investments from 2023 to 2024 and 2023 respectively. His professional experience also includes roles at JPMorgan Chase, where he worked as a Lending Development Officer from 2021 to 2022 and as a Vice President and Branch Manager from 2011 to 2021. Mr. Malik holds a California Insurance License. He approaches financial consulting with a focus on simplifying the planning process for clients, emphasizing a personable approach centered around the client and their important relationships.

Purnima Kashyap is a Financial Consultant at Fidelity Investments, a position she has held since 2021. In this role, she works closely with clients to develop personalized financial plans that align with their priorities and future goals. Prior to joining Fidelity Investments, she served as a Financial Solutions Advisor at Merrill Lynch from 2019 to 2021. Her approach involves understanding what matters most to her clients and their families, utilizing available tools and resources to build strong financial strategies. Purnima holds a California Insurance License, supporting her ability to provide comprehensive financial advice.

Aura Scurtu is a Financial Consultant currently working at Fidelity Investments since 2022. In her role, she focuses on understanding her clients' financial goals and developing comprehensive financial plans with strategies aimed at helping them achieve those objectives. Prior to her current position, she was a Financial Solutions Advisor at Merrill from 2018 to 2022. She holds a California Insurance License, which supports her work in providing financial and insurance solutions to her clients. Outside of her professional career, Aura has interests in art, family activities, fitness, hiking, music, and parenthood.

Marc Steinberg is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has worked in the financial services industry since 2008, with previous roles including Senior Financial Consultant at TD Ameritrade from 2011 to 2018, Financial Solutions Advisor at Merrill Lynch from 2010 to 2011, and Client Sales Officer, Licensed (Trader) at US Trust, Bank of America Private Wealth Management from 2008 to 2010. Marc holds a California Insurance License. He approaches his work with professionalism, transparency, and care, aiming to build trust and deliver value to clients through comprehensive financial planning and personalized service.

Jonathan Negrete Torres is a Financial Consultant at Fidelity Investments, where he has been working since 2026. He has held various roles at Fidelity since 2022, including Investment Consultant, Relationship Manager, and High Net Worth Associate. Prior to his tenure at Fidelity, he worked as a Registered Administrative Associate at LPL Financial from 2021 to 2022. Jonathan holds a California Insurance License, supporting his work in financial consulting. His approach involves listening to clients and understanding their financial priorities to create customized strategies that align with their life goals. Outside of his professional work, Jonathan's interests include family activities, fitness, golf, outdoor adventures, and soccer.

Mark Kalinowski is a financial advisor with Fidelity, holding a Series 66 designation and 13 years of industry experience. He has worked within various Fidelity divisions since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Bobby Chung is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. Prior to this, he gained experience as a Senior Financial Consultant at TD Ameritrade from 2015 to 2018, and as a Financial Specialist at PNC from 2013 to 2015. Bobby works closely with clients to understand their financial goals and develops personalized strategies tailored to their unique needs. He holds a California Insurance License, which supports his ability to provide comprehensive financial and insurance guidance. Bobby emphasizes building lasting relationships with clients based on trust, integrity, and exceptional service, offering knowledgeable guidance and ongoing advice. Outside of his professional work, Bobby enjoys biking, participating in family activities, social events with friends, parenthood, and spending time with pets.

Dan Truong is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He previously worked as a Financial Solutions Advisor at Merrill Lynch Bank of America from 2015 to 2025. Dan holds a California Insurance License. Dan's professional philosophy centers on education and financial planning, emphasizing the importance of a sound financial plan to help clients navigate uncertainties and pursue their financial goals. His approach involves active listening and empathy to ensure that strategies reflect clients' lives and aspirations. He is committed to providing proactive and personalized guidance that anticipates clients' needs and adapts to their evolving circumstances. Outside of his professional work, Dan engages in activities such as biking, cars, family activities, social events with friends, hiking, and photography.