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Kevin Nelson (CDFA, CFP®)

Kevin Nelson focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • AUM
  • Baby Boomers
  • Charitable Giving
  • Corporate Executives
  • Divorce Planning

Planning Specialties

Kevin, a proud alumnus of Texas Tech’s esteemed Personal Financial Planning program, embarked on his professional journey in 2005 and now has over 18 years of industry experience. He joined Financial Synergies in March 2017 as a dedicated Financial Planner. Kevin holds prestigious designations as a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™, and actively participates in the Financial Planning Association (FPA).

Fostering strong working relationships with clients, Kevin takes pride in crafting personalized financial plans for newcomers and updating existing plans to ensure their financial objectives are met. He also assists divorcing clients and their legal counsel in navigating complex financial decisions.

Kevin actively gives back to his community as a member of Westbury Baptist Church and a board member of BE A CHAMPION, Inc., an organization dedicated to uplifting underprivileged youth in the Houston area through sports, education, and nutrition initiatives. He has also volunteered with Apartment Life ministries in downtown Houston, a non-profit organization focused on enriching the apartment living experience.

A native Houstonian, Kevin passionately roots for the Houston Astros and resides in the historic Westbury neighborhood of southwest Houston with his wife, Georgia, and their two daughters, Abigail and Elizabeth. The Nelson family’s cherished home has stood strong in Westbury for over four decades.

NAPFA Start Date

June 01, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4400 Post Oak Pkwy # 200 Houston, TX 77027-3421 Phone: (713) 623-6600
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