Rick Nelson, founder and president of Nelson Pension Services, has spent his career helping clients in Southern California achieve their financial and retirement goals. He partners with individuals and business owners to build wealth, design retirement income plans, and facilitate wealth transfer to beneficiaries.
As an Investment Advisor Representative, Rick holds Series 7, 63, 65, 22, & 6 securities registrations. For 14 years, Rick served in The Rock Financial Life Ministry at Rock Church in San Diego, teaching biblical financial principles. He is a Certified Kingdom Advisor (CKA®) and member of Kingdom Advisors, a network of Christian financial professionals.
About Rick
Originally from Minnesota, Rick relocated to San Diego in 1975, where he began his financial services career. He and his wife, JoAnn, have been married for 41 years and have three children and five grandchildren.
A University of Oklahoma Business School graduate with a Finance degree, Rick enjoys family time, golf, annual Minnesota fall trips, and Sooner football.