Dave Nelson, RICP 

CONNECT

Address:

2485 Notre Dame Blvd. Building 775
Chico, CA 95928

Phone:

(530)527-8585

Fax/Other:

(530) 527-0221

Services

While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:


  • Retirement Income and Distribution Planning
  • Protecting Assets
  • Financial Education
  • Debt Freedom Planning
  • Business Succession Strategies.