Rick Nelson, CFP^®

Rick has dedicated the past 30 years to a rice farming business in Lincoln, CA. 28 of those years were also spent working for Pacific Bell in Strategic Planning and Budgeting, Cash Management, and Computer Operations. He retired in 1998 as Operations Controller. With this vast experience under his belt, Rick reinvented himself as a CFP® and joined Atherton Wealth Advisors in 2012.

Rick wastes no time; he enjoys every minute of his family and life. On days off, you’ll find him out on his rice farm with his son, working to "grow" his business.

Certifications/ Designations

• Certified Financial Planner®
• Advisory Affiliate of Cetera Advisor Networks LLC
• Life and Disability Insurance Broker
• BS Mathematics from UC Davis
• Harvard Business School’s Program for Management Development Graduate
• UC Davis Extension Program for Financial Planning Graduate
• Serves on the California State Fair Ag Advisory Council
• Served on the Boards of the California 4-H Foundation, Patelco Credit Union, Sacramento Valley Farm Credit, Farmer’s Rice Cooperative, and the California Rice Industry Association
• Served as Foreman of the 2006-2007 Sutter County Grand Jury

“My focus is developing and implementing investment plans that are consistent with your unique needs, goals and risk tolerance while providing a high level of personal service and integrity. I ensure you have a long-range investment plan that is put into action.”