Individual Financial Counseling

Receive financial guidance from our investment counselors on campus to help you make investment decisions.

Advisors from Fidelity and TIAA provide free individual financial counseling virtually and on campus at your convenience. They can offer guidance on the best strategy to meet your retirement goals through Stanford’s retirement savings plans.

Contact the plan directly to schedule an appointment with a representative to review your current and future retirement savings options. Schedule your complimentary financial counseling session with TIAA, available exclusively online. 

All Fidelity sessions take place on campus unless otherwise noted. Please find more information listed on the events page, or schedule your complimentary financial counseling session directly with Fidelity.