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Kevin A. Nelson CDFA®, CFP®
Financial Synergies Asset Management
4400 Post Oak Parkway |
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Kevin A. Nelson, CFP®, CDFA™Kevin Nelson graduated in 2005 from Texas Tech’s Personal Financial Planning program, a nationally recognized leader in financial planning education. After a year in the industry, Kevin joined Heritage Wealth Management in January of 2007 as a Financial Planner. He currently holds the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® designations. He also is a member of the Financial Planning Association (FPA). Kevin works with new clients to develop an individualized financial plan, and helps existing clients update their plans as needed in order to ensure that they meet their financial goals. He also works with divorcing clients and their legal advisors to help them evaluate the impact of various difficult decisions. He is a member of Second Baptist Church, the Woodway Campus, and a board member of BE A CHAMPION, Inc., a youth mentoring program. He has also served as a CARES team for Apartment Life ministries in downtown Houston, which is a nonprofit organization aiming to enhance the apartment living experience. Kevin is a native Houstonian, an avid Houston Astros fan, and currently lives in the historic Meyerland community of southwest Houston with his wife, Georgia, and his two daughters Abigail and Elizabeth. Their home has been in the Nelson family for more than 50 years. |
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800.875.1760
