PAUL NELSON, CFP®, MBA, SENIOR FINANCIAL ADVISOR, PARTNER
VIEWPOINT - WOODLAND HILLS
I started my career as a financial advisor in 2004. Having grown under the mentorship of the company’s beloved vice president, Grace Nelson (who also happens to be my mom), I learned what it meant to put the client’s needs first. I have transitioned from an assistant advisor to an established professional. I now lead the company’s Wealth Management Consulting Program and oversee portfolio allocation decisions.
As an advocate for financial literacy, I believe that everyone should have access to impartial financial advice. In addition to educating our clients, I volunteer with Junior Achievement to inspire and prepare young people to succeed through financial literacy, workforce readiness, and entrepreneurship education. I also provide one-on-one pro bono financial planning services to families who otherwise could not afford to hire a financial planner.
My wife, Sandra, and I live in the suburbs of Los Angeles in the town of Porter Ranch. We are very happy to be part of this community and feel it is a wonderful place to live and raise our daughter Bella and son Vincent. We are active in our local church and in supporting our children’s activities. On any given day, you might catch us hiking the local trails, hosting dinner parties, or breaking into impromptu dance-offs with Bella and Vincent. In my free time, I enjoy reading a good book or practicing my newer hobbies—golfing and deep-sea fishing!
PAUL HAS BEEN ACKNOWLEDGED BY
LOS ANGELES MAGAZINE AS A THREE-YEAR WINNER OF THE FIVE STAR WEALTH MANAGER* AWARD.
CERTIFIED FINANCIAL PLANNER™ Professional
BA in Business Economics University of California, Santa Barbara
MBA in Financial Planning from California Lutheran University
FINRA Series 7, 24, 63, and 65 securities registrations held through Commonwealth Financial Network
CA Insurance License # 0E56291
*The Five Star Wealth Manager Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,528 Los Angeles wealth managers were considered for the award; 154 (4 percent of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). For more information, please visit www.fivestarprofessional.com.