Meghan Nelson, CFP
WestHill Financial Advisors
Certified Financial Planner in San Rafael, CA
Address:999 5th Ave, Suite 300
San Rafael, CA 94901
About Meghan Nelson
Meghan Nelson is a financial professional at WestHill Financial Advisors located in San Rafael, California. Meghan Nelson holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Meghan Nelson provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Meghan Nelson999 5th Ave, Suite 300
San Rafael, CA 94901
Phone Number:
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Website:
https://www.westhillfa.com/
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