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.