Erik Nelson, CFP®, MsBA
Wealth Management Associate AdvisorErik@WeatherlyAssetMgt.com
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.
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