Broker Check
Bryan Nelson, CFP®

Bryan Nelson, CFP®

Financial Advisor

Independent CA Insurance License #0E51793

Licenses:

  • FINRA Series 6, 7, 63, 65
  • California and Tennessee Variable Annuity and Variable Life
  • Advisory Services and Securities offered in CA, WA, TN, TX, VA, WI, ID

Designations:

  • Certified Financial Planner™

Education:

  • Boston Institute of Finance, Boston University - Financial Planning 2008
  • 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