Fred A. Nelson

It can be incredibly overwhelming to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. I’m Fred Nelson, CFP®, and I seek to address this concern by serving as a trusted resource.

I am a CERTIFIED FINANCIAL PLANNER™ professional who assists clients in all stages of life, from starting their careers to building a family to transitioning into retirement. Wherever they are in life, I can help them create a roadmap designed to connect today’s reality with tomorrow’s dreams. My top priority is to serve my clients first, last, and always. I believe my clients appreciate the value I offer and the personalized attention I provide. I help my clients plan for financial success by providing high-quality investment options, advice, financial planning, and insurance analysis.

Based in Walnut Creek, CA, I work with clients in California and Virginia. I invite you to contact me today to learn more about how I can help you pursue your goals and have a choice in your financial success.