Haley Nelson has followed in her family’s footsteps with a passion for building and maintaining our client’s financial health. She graduated from Point Loma Nazarene University with a bachelor’s degree in Nutritional Sciences and worked within the health and wellness industry for the past 7 years. Her curiosity for understanding and growing her own portfolio grew into a love for the financial planning world. As she is working toward becoming a licensed advisor, she is eager to step into the role of an advisor and provide financial literacy education to all!