David Nielsen has been a financial advisor for more than 20 years. For more than 30 years, he worked in the millwork industry, owning two millwork companies over the course of 19 years. He had frequently been told he should consider becoming an insurance agent, but it wasn’t until God spoke to him and told him it was the right time that he transitioned into the financial industry.
Since then, David has obtained securities licenses 6, 7, 24, 63, and 65. He has received multiple designations, including Accredited Estate Planner (AEP), Chartered Advisor for Philanthropy (CAP), Christian Financial Consultant & Advisor (CFCA), Chartered Financial Consultant (ChFC), Certified Senior Advisor (CSA), and Life Underwriter Training Council Fellow (LUTCF).
Combining his financial experience and education with his passion for serving as a steward for others, David seeks to guide his clients through the maze of investments and financial planning options available and provide them with strategies that may fit their individual needs. He takes the time to learn about each of his clients’ dreams and goals and, following, crafts customized strategies for each client.
Providing Christian financial planning, David aims to incorporate Biblical principles into his advice. He believes that people, whether they’re an individual, family, widow, or small business owner, need a customized plan to help them determine where they are, where they’re going, and how to get there. He seeks to help his clients identify their goals and encourages them to ask “What if?” with a positive outlook. In doing so, he can help his clients develop a comprehensive plan that can help them pursue their dreams.
Additionally, David is committed to educating his clients on the many different options available for asset management, investments, college funding, retirement planning, 401(k) rollovers, and insurance. By understanding their options, clients can determine a strategy that may best fit their needs and risk tolerance. David believes in serving people in a way that honors the Lord and, in order to do so, acts as a steward when guiding his clients.