David Nelson, PFP®, joined BFF Financial in 2020 as a Wealth Strategist who specializes in retirement plans and retirement income planning and works in our Henderson, Nevada office.
David started his financial services career with Morgan Stanley Dean Witter in Rancho Santa Margarita, CA in 2000 and brings twenty years of financial services experience to BFF Financial. Through his experience navigating his clients through the downturn of the tech bubble, and the 2008-2009 economic crisis, he has successfully managed to keep his clients out of harm’s way by utilizing strategies to protect their retirement nest egg during turbulent markets.
In 2015, David began working with other financial advisors as the Regional Director representing Reliance Standard annuities in the Pacific Region of the U.S. in order to leverage his experience and deliver guaranteed retirement income solutions to protect clients in the most tumultuous of market conditions, while ensuring income for life. By joining BFF Financial, David is again committed to working directly with clients to deliver retirement income planning strategies for a more secure retirement.
David is a graduate with a Bachelor of Science degree from California State University, Long Beach, and received his Personal Financial Planning certification from University of California, Irvine in 2008.
David is married to his wife, Raquel and they currently reside in Henderson, Nevada. He and Raquel have five children between them, and a grandson as well.