Human Resources

Free individual financial counseling appointments

Our Fidelity representative, Erik Kautzmann, is for 1:1 counseling appointments.

Let Fidelity help you plan for today--and tomorrow! Meet with Fidelity one-on-one, and you'll be able to tap into the education, resources, and support only a trusted partner can provide. Fidelity's one-on-one guidance is free to you as a CSUMB employee benefit. Register today to attend a virtual workshop, meet virtually, or schedule a phone call with Erik Kautzmann, our dedicated Fidelity Retirement Planner. Fidelity can help you:

  • Manage your retirement savings goals
  • Review investment choices
  • Build a plan that's easy to put into action

Schedule Your Appointment Time

To set up a one-on-one phone call or virtual meeting with our Fidelity representative, please register early using the button below. Appointment times fill up fast! Please consider bringing relevant account statements and any paperwork to help address your questions and needs.

*** Individual financial counseling appointments are considered personal (i.e. not work-related) but are offered on campus for your convenience. Should you wish to make an appointment, please coordinate your attendance with your supervisor by requesting use of appropriate leave time. ***