Team

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... 

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... 

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...