Zachary A Nelson CERTIFIED FINANCIAL PLANNER®

I have over 18 years of extensive experience in the financial services sector, predominantly with the well-regarded Fidelity Investments. My journey began at the Fidelity Equity Desk, catering to High-Net-Worth individuals, and progressed to roles such as Senior Portfolio Specialist. Eventually, I assumed the esteemed position of Managing Director for 401k plans at Fidelity Investments, focusing on plans with a $100MM or more in plan assets. This rich professional trajectory has endowed me with a diverse and robust skill set. I excel in collaborative team environments, where my responsibilities include leadership, education, issue resolution, relationship establishment, and meeting the needs of both Plan Sponsors and Participants.

I find immense fulfillment in collaborating with clients to enrich their 401(k) plan offerings, ensuring that their employees are well-prepared for retirement. My approach encompasses a comprehensive array of services, from tailoring investment opportunities to optimizing plan design, conducting thorough fee benchmarking, and delivering engaging employee education initiatives. It's about empowering both employers and employees alike to make informed decisions, ultimately fostering a brighter financial future for all involved.

I hold a bachelor's degree in finance from the University of Utah and am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. I previously held the Series 7, 63, 66, and Series 4 FINRA Licenses.