PROFESSIONAL PROFILE

Frederick A. Nelson,CFP® Certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

Financial Advisor

Fred emphasizes personal client service combined with investment planning. He has more than 16 years of experience working in the financial services field. The business model Fred uses consists of a disciplined investment management process coupled with a personalized service package.

All services are aligned through a fee-based platform. This allows Fred to offer clients value in helping them reach their goals.

Fred is a graduate of the University of San Francisco with an M.B.A. from Golden Gate University. Additionally, he has completed post graduate work in Financial Planning from the University of Southern California.

Fred is Vice - President of the East Bay Society for the Prevention of Cruelty to Animals(EBSPCA). Also,is an active member of the Tri-Valley Estate Planning Council and the Financial Planning Association.