Daniel Chane

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Tracy, CA

Credentials

Series 66

Industry experience

15 years

About

Daniel Chane is a Financial Consultant currently working at Fidelity Investments since 2021. He has over a decade of experience in the financial industry, including previous roles as a Market Leader at Merrill Lynch from 2014 to 2021 and as a Financial Solutions Advisor at Merrill Lynch from 2011 to 2014.

His approach involves helping clients plan for their financial goals with a holistic perspective. Daniel focuses on educating, coaching, and mentoring clients to take a responsible approach toward overcoming financial concerns and pursuing their objectives. He emphasizes the importance of clients feeling understood and confident in their investment decision-making processes.

Daniel holds a California Insurance License.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Wealth management Cash flow / budgeting

Occupation focus

Financial Professional

Work history

Fidelity Investments

2025 - Present (1 year)

FIDELITY iNVESTMENTS

2021 - Present (5 years)

Bank Of America, N.A.

2011 - 2021 (10 years)

Merrill lynch, Pierce, Fenner & Smith Incorporated

2011 - 2021 (10 years)

Disclosures

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

Business activities & affiliations

Mike P

Series 66

Tracy, CA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) ESG / Sustainable investing Active portfolio management

Alfredo V

Series 63, Series 65

Lathrop, CA

Fidelity

Freddie Vidrio is a Financial Consultant at Fidelity Investments, a role he has held since 2018. With 25 years of experience in the financial services industry, he has worked in various capacities including as an Investment Consultant at Fidelity Investments, Vice President Financial Advisor at J.P. Morgan Securities LLC and Chase Investment Services Corp, as well as Financial Advisor roles at CUNA Brokerage Services, Inc. and U.S. Bancorp Investments, Inc. Throughout his career, Freddie has gained extensive experience in complex financial guidance and in-depth retirement planning. His work leverages Fidelity Investments' resources to assist clients in pursuing their financial goals. Freddie holds a California Insurance License, supporting his professional qualifications in the industry.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies

Justin S

Series 66

Manteca, CA

Fidelity

Justin Saar is a Financial Consultant currently working at Fidelity Investments since 2020. He partners with clients to understand their financial situations and goals, developing tailored financial plans that are regularly reviewed and refined. He emphasizes the importance of building strong, trustworthy relationships with clients and their families. Prior to his current role, Justin served as a VP-Financial Solutions Advisor at Bank of America Merrill Lynch from 2018 to 2020 and as a Financial Advisor at Edward Jones Investments between 2017 and 2018. He holds a California Insurance License. Outside of his professional career, Justin has interests in cars, family activities, and outdoor adventures.

Wealth management

Rebekah R

Series 66

Discovery Bay, CA

Fidelity

Rebekah Rogers is a Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she partners with clients and their families to navigate the complexities of investing, focusing on building clear financial plans that align with clients' dreams, objectives, and concerns. She utilizes advanced technology and Fidelity's cost-efficient investment platform to support these plans. Prior to her current role, Rebekah served as an Investment Consultant at Fidelity Investments from 2019 to 2022. She also gained experience as a Financial Consultant and Business Development Specialist at TD Ameritrade in 2018 and 2019, respectively, and completed a Financial Administrative Internship at Fidelity Investments in 2016. She holds a California Insurance License.

Wealth management Passive / index investing

Sharon A

Series 66

Manteca, CA

Edward Jones

Retirement income strategy General retirement planning

Steven B

Series 63, Series 66

Tracy, CA

Edward Jones

Retirement income strategy Business exit / sale strategy Business ownership considerations Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Military & Veterans
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