Dave Nelson, RICP

LPL Retirement Income Planner

With 24 years' experience as a financial consultant, Dave Nelson is thoughtful and enthusiastic about helping people create a realistic, personalized 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 strategies for protecting 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 make better financial decisions regarding the funds they work so hard to earn.

A customized path to your future:

Dave serves business and individual clients in several states, and has regular office hours in our Northern California locations. He welcomes the opportunity to develop a customized financial strategy for you at no charge.

A qualified, trusted representative:

  • Certifications: FINRA Series 6, 7, 24 and 63, registered through LPL Financial
  • Life/Health Insurance License # 0B33992
  • Life and Long-Term Care Insurance Licenses: Arizona, California, Colorado, New Jersey, Nevada, Ohio, Oregon, Texas, Utah, Virginia and Washington
  • State Securities Registrations: Arizona, California, Colorado, District of Columbia, Montana, New Jersey, Nevada, Ohio, Oregon, Texas, Utah, Virginia and Washington

Areas of focus:

Families and individuals:

  • Retirement Planning
  • Retirement income distribution planning
  • Investment & life insurance planning

Business advising:

  • Retirement planning
  • Life insurance planning
  • Sucession planning

Contact Dave for a no-obligation consultation!