Rick Nelson, president and founder of Nelson Pension Services, has dedicated his entire career to serving the financial and retirement planning needs of clients throughout the San Diego region. He works with individuals and business owners to help grow their wealth, create retirement plans to provide income distribution throughout retirement, and assist in the ultimate transfer of wealth to beneficiaries.
Rick is an independent, licensed financial professional. One of his strongest areas of focus is on helping clients preserve principal and positioning assets for tax efficiency.
Rick is an Investment Advisor Representative with Centaurus Financial, Inc., an Anaheim, CA based Broker Dealer with over 600 financial consultants nationwide. He currently holds Series 7, 63, 65, 22, & 6 securities registrations and also holds insurance licenses for Life, Variable, and Accident & Health. Rick is a member in good standing with the Financial Planning Association of San Diego and also the Association of Accountants and Financial Professionals.
About RickOriginally from Minnesota, Rick moved to the warmer San Diego climate in 1975 and immediately started his rewarding financial services career. Rick and his wife JoAnn have been married for 35 years and have three children and five grandchildren. They are active members and volunteers at The Rock Church in San Diego. Rick is also a team member of (RFL) Rock Financial Life Ministries that teaches biblical financial principles to church members.
Rick graduated from the University of Oklahoma Business School with a major in Finance. He enjoys spending time with his extended family, playing golf, annual Canadian fishing trips with Minnesota childhood friends, and Sooner football.
Jason works with individuals, families, and business owners in all aspects of comprehensive financial planning. His focus on integrity, transparency, and customer service helps ensure that his clients are always provided with the appropriate recommendations based on their goals and best interests.
With over ten years of experience, the premise of Jason's financial planning practice is to educate and jointly work with clients to structure a comprehensive plan that will help clients achieve their financial goals and protect what is most important to them.
About JasonJason graduated with a Bachelor of Science in Business Administration from the Trulaske College of Business at the University of Missouri. Furthering his education, he attained a MBA graduate degree from Columbia College. Jason holds the Certified Financial Planner® designation (CFP®) administered by the CFP Board of Standards, Inc. In addition, he holds the advanced financial planning designation of Chartered Financial Consultant® (ChFC®) through the American College. Jason also studied business at IPAG Ecole Supérieure de Commerce, an international business school in Nice, France. He holds Series 6, Series 7, Series 63, and Series 65 securities registrations in addition to life insurance and health insurance licenses.
Jason is a member of the San Diego chapter of the Financial Planning Association. He serves as a volunteer for the Rock Financial Life ministry through the Rock Church in San Diego, which teaches biblical financial principles and practices. He is also a member of the San Diego chapter of Kingdom Advisors, an organization for Christian financial professionals. In addition, Jason teaches Personal Finance as an adjunct professor at San Diego Christian College and Kyoto International University in Kyoto, Japan. He spends his free time riding motorcycles, traveling, playing the trumpet, and enjoys anything sports-related. He also serves as president for the University of Missouri Alumni-San Diego chapter. Jason and his wife, Jenn, live in Mission Valley, San Diego.
Sara supports the office in all areas of the client experience. She provides administrative support including document preparation, client service request processing, event planning, and scheduling. Sara’s focus on outstanding client service and her professional approach ensures that clients’ needs are handled efficiently and with due care.
About SaraA California native, Sara has enjoyed the majority of her life in sunny San Diego. Sara earned her Bachelor’s and Master’s degree in Gerontology from San Diego State University and also minored in Business Administration. She has spent the majority of her career working with seniors in the nonprofit industry. Sara has been married for 13 years and has been blessed with two daughters. Sara spends most of her weekends cheering on her daughters’ sporting events and also enjoys reading.