Gregg Nelsen

Gregg Nelsen is the President and Founder of Nelsen Financial, an independent financial planning firm established in 1996, focused on aligning personal values with effective financial planning and risk management solutions for retirement. In addition to this role, Gregg Nelsen has been a Registered Representative at Cadaret Grant since 1994, contributing to an independent broker/dealer network. Prior experience includes serving as a Certified Public Accountant (CPA) at Deloitte from 1991 to 1994, where extensive expertise was gained across audit, financial advisory, tax, and consulting sectors. Gregg Nelsen holds a Bachelor of Science in Accountancy from Villanova University.