Geoff Nelson

About Geoff Nelson

Geoff began his career in 2003 with Fidelity Investments, winning multiple awards over his 14 year tenure. For 8 years he worked as the onsite financial planner for faculty and staff at the University of California, Fidelity’s largest tax exempt client. Later in Texas, Geoff served as VP of Financial Wellness and Planning helping entire organizations maximize their retirement plans. From this work, he has been a featured speaker for national organizations and HR groups, including SHRM in TX. Geoff holds a Bachelors degree from Utah State University in Finance/Economics, an MBA from the University of California-Davis, and a CFP® professional. In his free time Geoff is an avid traveler, tennis player, and has volunteered for Big Brother Big Sister organization and the Lone Star Boxer Dog Rescue.I am extremely passionate about helping others understand their own behaviors in the financial planning arena and how those behaviors affect their futures.Certified Financial Planner™ Professional Registered Securities RepresentativeRegistered Investment Advisor RepresentativeInsurance Licenses: Life, Health and Annuities all 50 states

Experience

1. Regional Vice President Wealth Advisor

   Mercer Advisors

   Jun 2024 — Present · Austin, TX, US

Education

• Utah State University

  Bachelor of Science (B.S.), Finance and Economics

  2000 — 2002

• University of California, Davis - Graduate School of Management

  Master of Business Administration (MBA)

  2007 — 2010

Skills

• Project Management
• Series 9
• Financial Services
• Microsoft Office
• Financial Planning
• Retirement
• Strategic Financial Planning
• Investments
• 401k
• Wealth Management
• Asset Allocation
• Mutual Funds
• Financial Analysis
• Retirement Planning
• Finra
• Series 10
• Program Management
• Series 7
• Account Management
• Management
• New Business Development
• Series 63