Walnut Creek, CA Office

Nick Klarman is a Financial Consultant who collaborates with clients and their families to develop secure financial plans that encompass retirement planning, investment strategy, and income protection. He emphasizes education to simplify complex financial topics and strives to provide a white-glove experience that facilitates the co-creation of holistic financial plans tailored to individual needs. Nick's professional experience includes roles as an Investment Consultant at Fidelity Investments from 2025 to 2026, and as a Financial Representative at the same firm from 2023 to 2025. He holds a California Insurance License, supporting his expertise in income protection and insurance-related financial planning. Outside of his professional work, Nick engages in family activities, social events with friends, golf, and outdoor adventures.

Cassandra Vincent is a financial advisor with Fidelity Investments, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Charles Schwab Bank SSB and Unionbanc Investment Services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, applying systematic methodologies and long-term asset allocation benchmarks.

Gagan Pathak is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios primarily composed of mutual funds, ETFs, and ETPs.

Lance Mantle is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios for intermediary platforms.

Kyle Vallejo is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, MassMutual, MML Distributors, LLC, and Gwfs Equities, Inc. He is currently based in Walnut Creek, CA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients. The firm employs a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction, with activities including fund advisory, model portfolio delivery, and oversight of registered investment companies.

Ahamad Shaghassi is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at TEKsystems, Inc. and has held self-employed roles. He is a silent partner and sublessor at ZS Bros Partners, where he manages property-related responsibilities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, and employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to multiple registered investment companies and use of advanced technologies in portfolio management.