Broker Check
Rick Nelson,CFP®

Rick Nelson,CFP®

Registered Representative

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

Rick wastes no time; enjoying 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.”