Plan Consultant

Ph: 866.777.4015 x767

Zachary A. Nelson brings over 18 years of extensive experience in the financial services sector, predominantly with the well-regarded Fidelity Investments. His journey began at the Fidelity Equity Desk, catering to High-Net-Worth individuals, and progressed to roles such as Senior Portfolio Specialist. Eventually, Zach assumed the esteemed position of Managing Director for 401k plans at Fidelity Investments, focusing on the $100MM and higher segment. This rich professional trajectory has endowed Zach with a diverse and robust skill set, rendering him a valuable addition to the SRP Consulting team. He excels in collaborative team environments, where his responsibilities include leadership, education, issue resolution, relationship establishment, and meeting the needs of both Plan Sponsors and Participants.

Zach holds a bachelor’s degree in finance from the University of Utah and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He also previously held the Series 7, 63, 66 and Series 4 FINRA Licenses.

Outside of his professional endeavors, Zach finds joy in golfing, engaging in outdoor activities, and supporting his children in their water polo and soccer pursuits. He, along with his wife and three children, call Sandy, Utah, their home.

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