Zachary Nelson
CFP®, MBA
Rock House Financial
Financial Advisor
Zachary Nelson
CFP®, MBA
Rock House Financial
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Zachary Nelson, CFP®, MBA
Fee-Only financial planner located in Farmington, UT, serving clients locally and across the country
Zachary Nelson is a Farmington, UT fee-only financial planner. Rock House Financial provides comprehensive and objective financial planning and investment management to help individuals and families, women, business owners, and social influencers organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Zachary Nelson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Zach Nelson, CFP®, MBA, had dreams of playing professional basketball from the time he was born. Upon graduation from Yuba City High School in Northern California, he was recruited and received a full-ride scholarship to play basketball for Utah Valley University. Fast forward a few surgery-filled years later and with almost zero athleticism remaining in his body, Zach realized his chances of a long career in competitive basketball were waning. So, he turned to another passion that he developed in while going to school… financial planning.
Zach graduated from Utah Valley University with a bachelor’s degree in Personal Financial Planning and a master’s degree in Business Administration from the Woodbury School of Business. Shortly after graduation, he joined the Rock House Financial team, became a licensed Investment Advisor Representative, and became a CERTIFIED FINANCIAL PLANNER™.
His favorite part of the job is getting to know each clients’ individual goals and then helping them prepare, financially, to meet them. He enjoys the fact that each case is different because everyone has their own past experiences that have shaped who they are today.
While on the UVU Men’s Basketball team, he won two conference championships and is now the only player in UVU history to have at least 1,000 points, 500 rebounds, and 200 assists. With his competitive basketball career now over, Zach spends a lot of his weekends outdoors. He is a proud dog owner and loves to take them on hikes across the beautiful Utah landscape.
Zachary Nelson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Locally owned and independent, Rock House Financial is passionate about helping you create a more confident financial future. We are fiduciaries who offer fee-only financial planning, investment management and tax strategies to help you minimize financial stress and achieve your goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Zachary Nelson is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Zachary Nelson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Zachary Nelson
Office Locations:
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630 N Main St
Farmington, UT 84025
