Carlos Lopez
Vice President, Regional Planning Consultant,
Fidelity Investments
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About Carlos
Carlos Lopez is a planning and guidance consultant for Fidelity Brokerage Services, LLC. Serving as an onsite income planning advisor for Fidelity clients throughout the Mountain West region. He helps develop income and investment strategies for retired and retiring clients. Mr. Lopez joined Fidelity Investments in 1993. He spent a year with Citigroup in the Travelers Life & Annuity division and has 14 years of experience in the financial services industry.