Michael Nelson, CFP<sup>&reg;</sup> - Financial Advisor

Michael Nelson, CFP®

Ambassador Wealth Management

5101 E. La Palma Ave, Suite 100B
Anaheim Hills, CA 92807
FINANCIAL ADVISOR'S WEBSITE
(714) 676-2061 CONNECT WITH Michael
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General

Michael Nelson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ambassador Wealth Management in Anaheim Hills, CA and the surrounding communities.

Financial Advisor Overview

Choosing the right advisor is one of the most important decisions you can make in achieving success through life’s transitions. We help affluent clients to achieve their financial goals and dreams by not only providing a tailored holistic financial plan that is customized to individual needs, but help to implement, monitor, and adapt that plan to changing market forces as well as life events. Whether you are looking to retire, pass on your legacy, plan for the succession of your business, or handling the separation or loss of a spouse, we are dedicated to help bring your entire financial household in order.

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Financial Advisor Experience

Orange County Financial Advisor based firm founded by Peter O'Brien and Michael Nelson, CFP® practitioner. Combined, they have over 50 years of experience. Our success comes from our combined experience and technical knowledge as well as our partnership in working together as a team on your behalf. Through our experience in working for large organizations, we have come to realize that people transact business with people, not the name of the corporation on the door. It’s that one on one connection that motivates us on a daily basis and gives us the pride of personal ownership. Our job is to listen, focus on what is important, and help you to make an informed decision. We care about our clients and are invested in your financial success.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

Cetera Financial Group

Broker-Dealer Disclaimer

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Getting Married, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources