Joseph Lebrane

Richard Ragoobar is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their financial goals and needs. He leverages Fidelity's resources to help clients develop and co-create comprehensive financial plans aimed at providing confidence throughout various life stages. His professional experience includes roles as a Financial Consultant and Investment Consultant at Fidelity Investments since 2022, and prior to that, he was a Private Client Banker at JP Morgan Chase from 2009 to 2022. Richard holds a California Insurance License. Outside of his professional work, Richard has personal interests in cars, fitness, music, pets, and soccer.

Gregory Kendall is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works with clients to develop and implement financial plans tailored to their unique financial goals, utilizing the resources and expertise available at Fidelity Investments. Prior to joining Fidelity, he served as Vice President and Senior Advisor Consultant at Franklin Templeton Investments from 2010 to 2022. He began his financial career as a Personal Banker at Wells Fargo Bank from 2007 to 2010. Mr. Kendall holds an Arkansas Insurance License, which supports his work in providing comprehensive financial consulting services. His professional experience encompasses financial planning and client relationship management, particularly with high net worth individuals and families.

Jonathan Romero is a Planning Consultant currently working at Fidelity Investments since 2024. He has accumulated four years of experience in the financial services industry, focusing on helping clients achieve their financial goals through customized financial planning. Prior to his current role, Jonathan served as a Financial Solutions Advisor at Merrill Lynch from 2022 to 2024 and as a Licensed Relationship Manager at JP Morgan Chase from 2021 to 2022. His professional background reflects a commitment to understanding clients' unique financial needs and building lasting relationships. Outside of his professional career, Jonathan engages in family activities, fitness, social events with friends, snowboarding, soccer, and traveling.