Retire With Purpose

Your needs come first in everything we do. Through wealth management and retirement planning, we deliver insight and strategies to help you prepare for a purposeful retirement and achieve your goals.

About NelPen

Nelson Pension Services is a full-service wealth management firm dedicated to helping businesses and individuals build, manage, and protect their retirement futures. Through a consultative approach, we provide tailored financial planning and retirement plan solutions designed to meet both immediate needs and long-term goals.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Meet The Team

How We Help

We believe financial planning should always start with you. We embrace a thoughtful, forward-thinking approach and are not afraid to challenge conventional wisdom when it comes to investing and preserving wealth.

Learn About Our Process

Rick Nelson

Founder & President

Get To Know Rick

A Message From Our Founder

Since entering full-time into the financial services industry in 1975 in San Diego and later launching Nelson Pension Services in 1996, I’ve had the privilege of guiding countless individuals and business owners toward secure, fulfilling retirements. Over nearly five decades, our mission has remained steadfast: to craft personalized retirement strategies that reflect your unique goals and provide income you can rely on for life.

Experience has taught me that no two financial journeys are alike. That’s why we focus on understanding your needs and aligning your resources with a plan that emphasizes value, stability, and tax efficiency. Our commitment is to empower you with confidence, ensuring your retirement is not just sustainable but purposeful.

In today’s complex economic landscape, challenges abound – but so do opportunities. At Nelson Pension Services, we’re here to help you navigate both, offering clarity and strategies tailored to your vision.  Thank you for trusting us to be part of your financial future.

Warm regards,

Rick Nelson
Founder and President
Nelson Pension Services

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