Travis Corbin

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Merrimack, NH 03054-4334

Credentials

Series 63, Series 66

Industry experience

18 years

About

Travis Corbin is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has developed his career at Fidelity through various roles including Director, Retirement Planner from 2013 to 2019, Retirement Relationship Manager from 2009 to 2012, Retirement Solutions Representative from 2007 to 2009, and Customer Support Service in 2007. Prior to joining Fidelity, he worked as an Agent at New York Life Insurance Company from 2005 to 2006.

Travis holds insurance licenses in Arkansas and California. He focuses on helping clients develop clear financial plans aimed at confident retirement. His approach involves forming strong financial plans that can be reviewed and adjusted over time to meet clients' goals.

Outside of his professional work, Travis is interested in baseball, camping, football, scuba diving, swimming, and volunteering.

Expertise

General retirement planning Retirement income strategy Income planning Social Security optimization Medicare planning

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Personal and Workplace Advisors

2018 - Present (8 years)

fidelity Investments

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Inna R

CFP®

Windham, NH

Sunflower Financial Planning, LLC

At Sunflower Financial Planning, we specialize in helping families in the midlife stage navigate complex financial responsibilities with clarity and confidence. Our clients are often balancing competing priorities—saving for their own future, supporting aging parents, and funding college education for their children. We guide them in building long-term wealth while creating financial security today. We also work closely with pre-retirees who are preparing to transition into retirement. Through personalized, comprehensive planning, we help align their resources with their goals, offering strategies for income distribution, tax efficiency, and long-term care planning. Whether you're facing the challenges of the “sandwich generation” or approaching retirement, we’re here to provide thoughtful, fee-only advice designed to support your life—not just your portfolio.

General retirement planning Gen X (Born 1965-1980) Single Women

Thomas D

Series 66

Merrimack, NH

Fidelity

Thomas DeCourcy is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2020. He previously worked as a Portfolio Specialist at Fidelity Investments from 2012 to 2015. In his role, Thomas partners with clients to build relationships grounded in knowledge, candor, and respect, focusing on creating holistic wealth plans. His goal is to help clients feel confident in their financial decisions and support their families in managing life's uncertainties. Thomas holds insurance licenses in Arkansas and California.

Wealth management

Sahar S

Series 63, Series 65

Nashua, NH

Fidelity

Sahar Snyder is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, she partners with clients and their families to develop comprehensive financial plans that align with their short and long-term goals. She provides financial education and guidance to help clients feel confident in their financial future. Prior to her current position, Sahar worked as a Premier Advisor at Citizens Bank from 2019 to 2021 and served as a Licensed Banker at Citizens Bank from 2017 to 2019. Her experience spans various aspects of financial consulting and banking. Outside of her professional work, Sahar enjoys cooking and baking, participating in family activities, outdoor adventures, scuba diving, and traveling.

General retirement planning Income planning Cash flow / budgeting Debt management

Diana E

Series 63, Series 66

Hudson, NH

Fidelity

Diana Erickson is a Financial Consultant at Fidelity Investments, where she currently provides financial advisory services. She has been with Fidelity Investments since 2018, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative, Client Management Representative, and Portfolio Specialist before assuming her current position in 2023. Her experience at Fidelity Investments spans several aspects of financial services, focusing on client management and investment solutions. Diana holds insurance licenses in Arkansas and California, supporting her ability to assist clients in those states. Diana's professional focus is on helping clients build and grow their wealth.

Wealth management Passive / index investing

Baban B

Series 63, Series 66

Merrimack, NH

Fidelity

Baban Beg is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2010. He began his career at the firm as a Retirement Relationship Manager, serving in that role from 2010 to 2018. He then advanced to the position of Director, Retirement Planner, which he held from 2018 to 2023 before assuming his current role. Throughout his tenure at Fidelity Investments, Baban has focused on assisting clients in pursuing their financial goals through customized planning and guidance. His experience includes retirement planning and relationship management, supported by his insurance licenses in Arkansas and California. No additional information regarding education, personal interests, or community involvement has been provided.

General retirement planning Retirement income strategy Income planning Social Security optimization Medicare planning

Joseph I

Series 63, Series 66

Nashua, NH

Fidelity

Joseph Isabelle is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He partners with individuals and their families to create financial plans aimed at minimizing hidden risks in retirement. Joseph has extensive experience at Fidelity Investments, having served in various roles since 2001. His previous positions include PAS Financial Consultant, Investment Solutions Consultant, Portfolio Specialist, Client Management Representative, and Financial Representative. This diverse experience provides him with a comprehensive understanding of financial consulting and investment solutions.

General retirement planning Retirement income strategy Income planning
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