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Fred Nelson

Fred Nelson

fnelson@inconcertfinancialgroup.com
Financial Advisor and Wealth Management Consultant
fnelson@berthelrep.com

Fred is a Certified Financial Planner. He provides Financial Planning, Asset Management, and Wealth Management services for our clients. He enjoys financial planning challenges with clients and working with clients to create the futures they desire.

Fred comes to our firm with broad education and experience in the financial field. He has a BA degree from the University of San Francisco, an MBA through Golden Gate University, and a Certificate in Financial Planning through the University of Southern California. He has been helping people reach their goals for over 16 years.

Fred lives with his wife; Shirley in Walnut Creek, His son Stephen attends Chico State University. Fred enjoys golf and travel.

*Registered Representative of and Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member NASD/SIPC. Heritage Capital and InConcert Group are independent of BFCFS. This communication is strictly intended for individuals residing in the states of Arizona, California, Colorado, Connecticut, Idaho, Michigan, New Hampshire, Nevada, Texas, Washington and Wyoming.

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Follow-up, individualized responses to consumers in a particular state by broker-dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for state's broker-dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

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