Amy L. Nelson, FPQP®
CLIENT SERVICE ASSOCIATE
Empowering individuals and meeting their needs with exemplary service have become Amy’s life work. Amy’s journey into the exciting world of personal finance began seventeen years ago. Amy honed her skills in keeping clients’ goals at the center of her focus when she founded the financial wellness program at the University of Nevada, Reno.
Amy has a great love of family as a wife and mom to two beautiful daughters. You can find Amy spending time with her family as they explore the great outdoors.
Wolf Pack
2001
Amy moves to Reno to attend the University of Nevada, Reno.
Financial Career Launch
2004
After graduation, Amy starts working for a large corporate bank. She works with clients to help them expand their knowledge and skills.
Family
2013
Amy marries her college sweetheart in 2006 and their family later welcomes two spirited, spunky, and entertaining little girls.
Career Pivot
2014
Amy returns to UNR, this time on faculty, to create the university’s inaugural financial wellness program to empower students with financial knowledge.
Vantage Wealth Planning
2021
Amy joins Vantage Wealth Planning as a Client Service Associate to continue her work of building financial well-being for those in our community.
Schedule a discovery meeting
We would love the opportunity to discover more about you and your families financial goals.
