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About Us

Erik Nelson, CFP®, MsBA

Wealth Management Associate Advisor


Erik Nelson joined the Weatherly Crew in 2016 to expand upon the Firm’s high quality level of client support and elevated experience. His focus areas at the firm include developing and updating financial evaluations, coordinating the transfer of assets, analyzing employer retirement plans for compliance and the review of and research for the Firm’s annuity contracts.

Erik holds a Master of Science in Business Administration (MsBA) E from San Diego State University’s program specializing in Financial and Tax Planning. Erik received his B.S. in Business Administration with an emphasis in Finance from SDSU. While enrolled as an undergraduate, Erik worked for a San Diego-based boutique wealth management firm where he built the foundation of his career in the financial services industry.

Education:

San Diego State University, MsBAE (Business Administration), California
San Diego State University, B.A. (Business Administration – Finance), California

Certifications:

License(s): Series 66D
Exam(s): Series 7 (inactive)
CERTIFIED FINANCIAL PLANNER™ professional (CFP®)A


For more information about educational requirements, professional certifications, and professional designations, click here.

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