Nelson Matzen, CFP®

Wealth Advisor
Dallas, Texas

Designations and Licenses

Nelson is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Nelson provides personalized wealth advice that includes financial planning, investment management, tax and estate planning, retirement planning, charitable gifting strategies, and business succession. He designs, implements and monitors customized solutions with a focus on clients’ long-term objectives and cash flow needs.

Prior to joining Mariner Wealth Advisors, Nelson founded his own firm, where he served the financial planning and investment management needs of young professionals and families. Nelson’s past experience also includes advising accounting firms on increasing enterprise value by integrating wealth management services into their core offerings.

He has a bachelor’s degree in personal financial planning from Texas Tech University.

Personal Interests

Nelson serves on the board of directors at Mission East Dallas Family Health Clinic.

Nelson’s Office

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