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Kevin Nelson
Auburn, Placer

Financing specialist
 : 
Kevin Nelson

Auburn, Placer

Prices

Contact this professional to discuss your project details and price.
About Kevin Nelson
Professional experience
5. Title: Kevin Nelson - Dedicated to Helping Clients Achieve Financial Success Description: With a strong commitment to helping clients achieve their financial goals, Kevin Nelson is a highly skilled and experienced Senior Financial Advisor at Financial Synergies Wealth Advisors. Holding the prestigious Certified Financial Planner™ (CFP) designation, Kevin brings a wealth of knowledge and expertise to his role. Kevin graduated from the renowned Personal Financial Planning program at Texas Tech University in 2005, where he acquired a deep understanding of financial strategies and investment management. Throughout his career, he has developed a remarkable track record of providing sound financial advice and planning services to individuals and families. As a trusted advisor, Kevin offers a range of comprehensive financial services tailored to meet the unique needs and goals of his clients. Whether clients seek assistance with financial advisory, financial planning, retirement planning, or personal tax planning, Kevin is dedicated to delivering customized strategies that align with their specific objectives. One of Kevin's core values is maintaining a client-centric approach. He believes in building strong relationships with his clients by actively listening to their needs, concerns, and aspirations. By gaining a deep understanding of their financial situation and future plans, Kevin develops personalized solutions that can withstand market fluctuations and deliver long-term success. Kevin's commitment to professional growth and staying up-to-date with the latest industry developments is evident through his active involvement in the financial community. He consistently engages in continuing education and networking events to ensure he remains at the forefront of industry trends. Outside of his professional endeavors, Kevin is also an avid supporter of Auburn University Harbert College of Business, where he remains connected as an alumnus. This affiliation underscores his dedication to fostering the next generation of financial professionals and giving back to the community. If you are seeking a trusted advisor who will prioritize your financial success and work tirelessly to help you achieve your goals, Kevin Nelson is the right choice. Contact Kevin today to explore how he can assist you with your financial needs and aspirations.

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Location

Auburn, Placer (95603)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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