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, 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.

Personal interests

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.

Paul’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.