Personal Philosophy
With over 30 years experience as a financial consultant, Dave Nelson is thoughtful and enthusiastic about helping people create a realistic, personalized investment strategy. He engages clients in an informative planning process that helps them define and pursue their goals.
As a Retirement Income Certified Professional (RICP®), Dave is as focused on preparing and saving for retirement as he is on the goal of preserving and distributing the retirement nest egg. He enjoys educating clients about the numbers - taxes, interest rates, life expectancy, market fluctuations and more - to help them gain economic efficiencies, and help them strive to make better financial decisions regarding the funds they so hard to earn.
A customized approach
Dave serves many business and individual clients in several states and keeps regular office hours in our Northern California locations. He welcomes the opportunity to develop a customized financial strategy for you to work towards your objectives.