Rick Robichaud, CFP®

Experience

• 

  Fidelity Investments

  Aug 2000 - now

  Functioned as senior financial consultant and investment product specialist; perform portfolio analysis, and prescribe financial guidance; design and implement strategies. Investment & Income Planning Strategies to help investors maximize returns, reduced risk and minimize tax liability. Trade mutual funds, equities, fixed income, restricted securities and options. Later as a member of the Retirement Income Team I navigated clients through the Fidelity's Retirement Planning software to help them understand where they were financially in relation to their retirement goals. With this information we were able to make changes to their investment mix and suggest additional planning to be done based on the findings of the analysis performed. Show less

  • Vice President, Executive Planning Consultant

    Jan 2007 - now

  • Retirement Planning Consultant

    Dec 2003 - Jan 2007

  • Investments Representative

    Aug 2000 - Dec 2003