Santa Monica

Schedule a planning appointment to:

  • Collaborate on a financial plan
  • Discuss your goals and investment strategies
  • Get guidance on a specific situation


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Investor Center details

Financial planning by appointment only
Address

1200 Wilshire Boulevard, Santa Monica CA 90403


Office hours:

Monday to Friday: 8:30 a.m. - 5:00 p.m.


Contact

Not sure if you need an appointment? Call us and we’ll help!


This Investor Center: 800-873-5131 (office hours only)

Fidelity Customer Service Center: 800-343-3548 (24/7)


Investor Center management details, parking, holidays, and more info

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Branch Manager: Emily Damiano

Location: The branch is located at the southwest corner of 12th Street and Wilshire Boulevard.

Parking: Free parking is available in the underground parking garage located on 12th Street behind the Investor Center. Additional metered parking is available on 12th Street and Wilshire Boulevard.

Connect with us before stopping by to see if we can help you online

Customer Service Center

Or call us at 800-343-3548

Fidelity Medicare Services® - Need help navigating Medicare? A member of the Fidelity Medicare Services team can guide you through the entire journey, from education and enrollment to year-over-year support.