Kevin Nelson
Financial Synergies Wealth Advisors, Inc. | Fee-Only Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Practitioner | Certified Divorce Financial Analyst® | Fiduciary
- Role
- Senior Financial Advisor at Financial Synergies Wealth Advisors
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Kevin Nelson
Our purpose at Financial Synergies is to simplify clients\' lives. We communicate complex financial topics and solutions in a straight forward manner. With a maze of financial products and services being promoted twenty-four hours a day, people can become overwhelmed with choices. We help clients narrow their focus to what really matters, and tune out the rest.We specialize in the following areas:1. Financial Planning2. Investment Management3. Retirement Income4. Pathway Program for Younger InvestorsOur two specialty programs are The Retirement Salary® (portfolio designed for income in retirement) and Pathway (our program for younger investors).I have 11 years of experience in the investments industry and have earned the Certified Financial Planner™ and Certified Divorce Financial Analyst ™ designations.My company website is
Experience
Senior Financial Advisor
Financial Synergies Wealth Advisors
Mar 2017 — Present · Houston, TX, US
Education
Texas Tech University
Personal Financial Planning, Personal Financial Planning
Skills
- Strategic Financial Planning
- Wealth Management
- Estate Planning
- Retirement Planning
- Investments
- Retirement
- Asset Allocation
- Financial Planners
- Investment Advisory
- Asset Managment
- Mutual Funds
- Financial Advisory
- Investment Strategies
- Fixed Annuities
- College Education Planning
- 401k Rollovers
- Personal Financial Planning
- Certified Financial Planner
- Portfolio Management
- Financial Planning
- Asset Management
- Financial Analysis
- Financial Services
- Insurance
- Leadership
- Securities
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