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 Rick
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 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.