Gregg Nelsen has more than 22 years of financial advisory experience and specializes in helping his clients grow and preserve their money. He began his career with Deloitte & Touche, a leading accounting firm, where he obtained a Certified Public Accountant (CPA) designation. He later founded Nelsen Financial, an independent financial planning firm that has now helped hundreds of people plan for retirement. Gregg uses his depth of knowledge, attention to detail, and career experiences to offer his clients a personalized, comprehensive financial planning and risk management solution. In addition to the wide variety of proven financial planning solutions Gregg offers, he is able to offer advice that helps his clients reduce the amount of taxes they pay on their investments – the biggest drain on a retirement plan.Gregg graduated from Villanova University with a Bachelor of Science in Accountancy and holds Series 7, 63, 26 and 65 securities licenses. Gregg and his wife, Jodi-Ann, reside in Waxhaw, North Carolina with their son Conrad. Gregg and his family are avid sports enthusiasts and passionately watch football and basketball games. In his spare time, Gregg gives back to the community by coaching today’s youth in several sports - basketball, football and lacrosse.Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. Nelsen Financial and Cadaret, Grant & Co., Inc. are separate entities.
Listed skills include Retirement Planning, Investments, Financial Advisory, Strategic Financial Planning, and 11 others.
