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About Us
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Jennifer K. Nelson, CIMA
Financial AdvisorSenior Vice President – Investment Officer
As a Financial Advisor with over 25 years of experience in the financial services industry I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio analysis, delivered with the highest level of personal service and professional integrity.
Prior to joining Well Fargo Advisors, I worked in the financial services industry for 14 years, including 4 years as a Vice President with BlackRock and 10 years at Franklin Templeton Investments. I also owned and operated a swim school for 7 years. I attended the University of California at Davis where I obtained my Bachelor’s Degree and played women’s water polo. In addition, I hold a Certified Investment Management Analyst CIMA® practitioner designation.
Active in the local community, I participate in community organizations, including: National Charity League of Walnut Creek, Boys Team Charity of Walnut Creek, Tuesday Forum and Lafayette Tennis Club. I live in Walnut Creek with my husband Mike and our two children. When not attending my children’s sporting events I love playing tennis, hiking, cycling and spending time outdoors with my family.
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event, it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.
CA Insurance License Number: 0I33646. Resident State CA
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Prior to joining Well Fargo Advisors, I worked in the financial services industry for 14 years, including 4 years as a Vice President with BlackRock and 10 years at Franklin Templeton Investments. I also owned and operated a swim school for 7 years. I attended the University of California at Davis where I obtained my Bachelor’s Degree and played women’s water polo. In addition, I hold a Certified Investment Management Analyst CIMA® practitioner designation.
Active in the local community, I participate in community organizations, including: National Charity League of Walnut Creek, Boys Team Charity of Walnut Creek, Tuesday Forum and Lafayette Tennis Club. I live in Walnut Creek with my husband Mike and our two children. When not attending my children’s sporting events I love playing tennis, hiking, cycling and spending time outdoors with my family.
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event, it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.
CA Insurance License Number: 0I33646. Resident State CA
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