Wealth Advisor

Andrew Nelson, CPA

With more than 25 years of experience helping clients with their financial lives, Andy Nelson enjoys forming deep relationships to better understand their individual goals for the future. He then carefully crafts a comprehensive wealth management strategy to give them the best chance of achieving those aspirations.

After serving as a trusted advisor through his own CPA firm, Andy heard from clients that they wanted him to expand his services to dive deeper into financial planning and wealth management. He established Andrew Nelson Financial Services in 1998 and joined Buckingham Strategic Wealth in 2017. As a wealth advisor, he enjoys working with clients to grow and preserve their wealth to help them achieve the life they’ve always wanted.

Andy earned a bachelor’s degree in accounting from Arizona State University and served in the Army in the 1960s. He is married and has two daughters and one grandson. Andy is involved with Newport Harbor Jaycees, Newport Harbor Kiwanis Club and Ducks Unlimited. Outside of work, he enjoys the outdoors, including golf, fishing, hunting and skiing, as well as taking drives in his 1961 Austin Healy 3000.

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Let's look at the big picture, together.