David Nelson is President and Chief Executive Officer of NelsonCorp Wealth Management. He began his career in 1981, and shortly thereafter founded NelsonCorp Investment Services, the predecessor to today's firm. During his career, he has attained advanced education through the College for Financial Planning, based in Denver, Colorado, the American College in Bryn Mawr, Pennsylvania, and at the John F. Kennedy School of Government at Harvard University.
David holds the highly respected and sought-after certification of CERTIFIED FINANCIAL PLANNER® professional, the Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®) designations.
An accomplished and dynamic speaker, David hosts a weekly financial related radio program on KROS AM/FM and television segment on WHBF (CBS) news.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
Get our succession strategy outlining Cambridge’s commitment to internal control and preserving the independence of the financial advisors we serve.
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Co-Chairman of the Board, just wanted to build something wonderful.
Cambridge Stronger is a podcast series hosted by Cambridge CEO and Co-Chairman of the Board, Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.