Geoff Nelson,
CFP®, MBA

Regional Vice President

Geoff began his financial services career in 2003 with Fidelity Investments, winning multiple President Circle awards, educating groups and individuals within the University of California network. Geoff holds a dual major bachelor’s degree from Utah State University in Finance/Economics, with a minor in Spanish. He holds an MBA from the University of California-Davis, in addition to a CERTIFIED FINANCIAL PLANNERTM designation. In his free time Geoff is an avid traveler, tennis player and volunteers for the Big Brother Big Sister organization and the Lone Star Boxer Dog Rescue.

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