Grace-Nelson-Bio-Page
 

 

GRACE NELSON, SENIOR FINANCIAL ADVISOR, PARTNER

VIEWPOINT - NORTHRIDGE

I started in the financial industry in 1976 with 21st Century Annuity Services just two short years after it was founded. My first job here was as a file clerk, but it quickly became clear that I had a talent for financial planning and a heart to help people. I became the secretary for the firm’s president and assisted the financial representatives in servicing clients. As time progressed, I became a financial advisor and worked with clients directly. Always the overachiever, I pioneered the expansion of 21st Century Annuity Services from a small insurance agency to what is now Viewpoint Financial Advisors, a family wealth management firm that manages more than $130 million in client assets.

My husband/best friend, Rudy, and I live in Northridge, California, and have seven grandchildren. Together, we enjoy traveling the world, working on projects around the house, and watching just about any sporting event.


FINRA Series 7 and 63 securities registrations held through Commonwealth Financial Network

CA Insurance License #0735660

 

19875 NORDHOFF STREET, 2ND FLOOR, NORTHRIDGE, CA 91324 | 818-831-6631 | [email protected]