Broker Check
Bryan Nelson

Bryan Nelson

Financial Wealth Advisor

CA Insurance License #0E51793

Licenses:

  • Security America, INC. Series 6, 7, 63, 65
  • Variable Annuity and Variable Life
  • Advisory Services and Securities offered in CA, NV, OR, WA, WI

Designations:

  • Certified Financial Planner™

Education:

  • Boston Institute of Finance, Boston University - Financial Planning 2008
  • The Heartland Institute for Financial Education - Certified Financial Educator 2007
  • National Assoc. of Financial & Estate Planning - Certified Estate Advisor 2005
  • California Teaching Credential (Social Sciences and Math), Chapman University - 1993
  • Bachelor of Sciences in Social Science (US History, Economics and Political Science), CSU Stanislaus - 1992

Associations/Clubs:

  • Rotary Club of Turlock – 2006-Present