Our Team | Nelson Wealth Management - Experienced Professionals

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Rob Nelson

Owner/President

(480) 294-3633

Rnelson@cfiemail.com

Rob Nelson, President and owner, brings 31 years of financial planning experience to Nelson Wealth Management. Prior to starting his own firm, Rob spent 6 years with Smith Barney in Reno Nevada and 10 years with Merrill Lynch in...

Steven Lazette

Operations/Trading Manager

Steven has more than thirteen years of experience in trading, financial analysis, compliance, and office administration. He possesses outstanding analytical, negotiation and communication skills; expert at building top-producing...