Rob Nelson, CFA, CFP®, MBA
Senior Manager - Investment Strategy and Private Client Services
- Certified Financial Planner (CFP®)
- Chartered Financial Analyst (CFA)
- MBA - Clarkson University
- Bachelor of Science in Accounting - State University of New York
- 30+ years in the Financial Services Industry
- Previous Experience:
- Wealth Management Director - RSM US LLP
- Vice President and Portfolio Manager - 1st Source Corporation Investment
5931 Oakland Drive Portage, MI 49024
List of office locations
Email: firstname.lastname@example.org | Toll-Free: 888-777-0126
Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.