Paul Nelson, CFP®, AIF®
Designations and Licenses
Paul is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary® designee.
Experience and Education
Paul provides clients with comprehensive wealth management solutions to help them achieve their short- and long-term goals. He delivers solutions related to tax, insurance, investments, estate planning, trust services and retirement planning.
Prior to joining Mariner Wealth Advisors, he was a senior financial advisor at Viewpoint Financial Network where he offered clients financial planning advice and portfolio management services. He began his career in financial planning in 2004, working directly with clients at the firm level.
Paul holds a bachelor’s degree in business economics from the University of California, Santa Barbara. He also holds an MBA in financial planning from California Lutheran University.
Paul has received the Five Star Wealth Manager Award eight times, in 2013, 2015 and from 2017 to 2022.
Paul and his wife live in Porter Ranch, Calif. They have two children and are active in supporting their activities and supporting their local church. He enjoys hiking, reading, entertaining guests and golfing. Paul has volunteered with Junior Achievement to inspire and prepare young people to succeed through financial literacy, workforce readiness and entrepreneurship education.
The Five Star Wealth Manager award is given by Five Star Professional. To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria, including registration as an investment advisory representative, employment as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and compliant history, firm review based on internal firm standards and accepting new clients. The award is not indicative of the wealth manager’s future performance. Wealth managers do not pay a fee to be considered or placed in the final list of Five Star Wealth Managers. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. To view the full disclosure and award criteria, visit: https://www.fivestarprofessional.com/Search/Index?r=LA&p=WM