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 Investment Advisor Representative. He currently holds Series 7, 63, 65, 22, & 6 securities registrations. Rick is a member in good standing with the Financial Planning Association of San Diego and also the Association of Accountants and Financial Professionals.
Originally 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 40 years and have three children and five grandchildren.
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, and Sooner football.