Skip to main content

About Bradley Nelson, CFP®

Bradley Nelson, CFP®

Financial Planning

Connect with us to start your financial planning journey. Schedule your Portfolio Review Today!

Brad Nelson has been a financial planner since 2018 and holds his CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification. Using values and goals as his guides, he develops financial plans with detailed recommendations to improve clients’ likelihood of reaching their goals. As a CFP® professional, he must act in the best interests of the client and comply with the CFP® Board’s Code of Ethics and Standards of Conduct. Prior to serving as a financial planner, he worked in the government, military and private sector as an engineer. He holds a Bachelor of Science in mechanical engineering, a Master of Science in electrical engineering and is a licensed professional engineer. He served in the military as submariner and retired as a Captain in the Navy Reserve. When he’s not helping clients, he spends time with his wife Heather on personal fitness, sailing and old cars.

Our Team

Our team commits to tireless collaboration to get your entire financial house in order, so you can grow, flourish, strengthen and become anew.

We are dedicated to your success. We hold ourselves accountable to keep you on track to your goals, to be proactive on all financial matters, and to help you make smarter financial decisions at every milestone.

Ian Maxwell

Founder & CEO

Rodney Couts

Tax Planning

Dave Paz

Protection & Insurance Planning

Strazzeri Mancini

Estate Planning

What are your biggest concerns when it comes to managing your wealth?

Connect with us to start your financial planning journey. Schedule a Call Today!

QUICK LINKS

Start living your best life today

Simply fill out the form below to set up an initial call. We are ready to get started and we look forward to getting to know you.

Name(Required)

Stay informed with our monthly newsletter

Name(Required)
This field is for validation purposes and should be left unchanged.
LinkedIn
Facebook
YouTube

888 Prospect Street, Suite 200
La Jolla, CA 92037

(858) 215-1183
ian.maxwell@revirescowealth.com

Advisory services offered through Reviresco Wealth Advisory, LLC, a California registered investment adviser. Reviresco Wealth Advisory, LLC only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. California state registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability.

All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by the adviser), or product made reference to directly or indirectly, will be profitable or equal to past performance levels.

The firm is not engaged in the practice of law or accounting. Content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.