Victor Portillo
Fidelity Workplace Financial Consultant
Consultation
Introducing our new dedicated Fidelity Workplace Financial Consultant!
County employees have access to a dedicated Fidelity Workplace Financial Consultant for their financial wellness and retirement planning needs. Schedule a time to meet with Victor Portillo, in-person at the Government Center, over the phone or virtually.
Victor can assist you with your most pressing questions:
- Am I on track with my retirement savings?
- How can I save for college or for emergencies?
- How do I turn retirement savings into ongoing, steady income?
Whether you are a new employee or nearing retirement, Victor can help you with investment advice and a retirement strategy. One-on-one consultations are complimentary as an employee benefit. Se habla español.
Helping You Live Your Best Financial Life.
Need tools and resources to help manage your finances and retirement planning? You have found the right place! From helpful videos to FAQ’s and useful links, we have got you covered!
Tutorials & Tools
Unsure how to complete your Buydown form? We have tutorials to help you accurately complete a variety of Deferred Compensation forms.
Fidelity App
Keep Fidelity in your pocket! See how the Fidelity app can keep you connected to your investments and provide a convenient way to manage your plans.
Available Options
When Times Get Tough…
Sometimes life doesn’t always go as planned and it becomes necessary to access your retirement savings for unforeseen circumstances. The option of a loan on your 401(k) account or a hardship withdrawal may help in tough times.
The Qualified Domestic Relations Order (QDRO) process is handled entirely through Fidelity. Use the link below to access Fidelity’s QDRO Service Center.
Retirement Workshops
The next Retirement Planning Workshop is scheduled for September 12, 2025.
Deferred Compensation, in partnership with VCERA, hosts a quarterly Retirement Planning Workshop each year. Check here for the workshop schedule, registration link, and the presentation slides.
