Robert H. Nelson

Nelson Financial Group

Build wealth and Protect it

Meet Robert H. Nelson

I am a proud U.S. Army Veteran, Retired Police Officer, husband, father, and Financial Coach. For more than 20 years, I dedicated my life to serving and protecting others. After retiring from law enforcement, I discovered a new mission: helping individuals and families build a stronger financial future. As a husband and family man, I understand the importance of protecting the people who depend on you. I realized that many hardworking families lack access to the financial education and strategies needed to build wealth, protect their income, and prepare for retirement. Today, I help families improve their financial literacy and gain access to financial solutions designed to help them achieve their goals. My passion is empowering people to make informed financial decisions, create lasting security, and build a legacy for future generations. I've spent my life protecting people. Today, I help protect their financial future.

Robert H. Nelson

Years of Experience: 23 years

The team

Jaden Nelson

Jaden Nelson

Financial Associate

(945)353-4583

I am passionate about helping the younger generation build and protect lasting wealth for themselves and their families.

Jarell Harris

Jarell Harris

Senior Manager /Jr Broker

(415)570-3746

I am passionate about helping the people within my community build and protect lasting wealth for themselves and their families.

Emunatiyah Yakal

Emunatiyah Yakal

Financial Associate

(602)303-1217

I am passionate about helping stay at home mothers build and protect lasting wealth for themselves and their families.

Sherretta Y. Nelson

Sherretta Y. Nelson

Executive Director

(804)-928-3154

Empowering people to take control of their finances, build wealth, and create the future they deserve through financial education.

Yvette Davis

Yvette Davis

Senior Financial Associate

(334)-450-1855

Enthusiastic about financial literacy and helping people turn financial knowledge into lasting financial freedom.

Financial Services Tailored to Your Needs

Retirement Planning

Retirement Planning

Build a strong financial foundation for a secure and comfortable retirement.

Investment Strategies

Investment Strategies

Grow your wealth with personalized investment plans aligned with your goals.

Wealth Management

Wealth Management

Comprehensive financial planning to preserve and enhance your assets.

Tax Planning

Tax Planning

Reduce tax liabilities and maximize your savings with strategic planning.

Estate Planning

Estate Planning

Ensure your legacy is protected and efficiently transferred to your loved ones.

Investing For Kids

Plan ahead for your child’s financial future with smart investment strategies, education savings options, and long-term wealth-building guidance.

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