Dena Nelsen, CFP®
Certified Financial Planner and Senior Financial Advisor at ARGI Financial Group- Claim this Profile
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Bio
Credentials
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Certified Financial Planner
CFP Board
Experience
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ARGI
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United States
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Financial Services
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1 - 100 Employee
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Certified Financial Planner and Senior Financial Advisor
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Feb 2014 - Present
I have been a financial advisor for over 16 years and joined ARGI in February of 2014. I strive to provide excellent service and advice, so as to improve the life of every person affiliated with our firm. One of the most rewarding parts of my job is I get to help people realize their goals. I believe we are different because of our comprehensive, team approach. An investment-only approach often leaves financial aspects overlooked, such as insurance or tax inefficiencies. I truly believe that a fully integrated financial plan by a team of focused specialists is the best approach. We strive to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams, and we celebrate along with them as they reach each long-sought goal.
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Financial Advisor
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Jun 2003 - Jan 2014
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Wachovia Securities Financial Network
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Financial Services
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100 - 200 Employee
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Financial Advisor
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Jun 1998 - Jun 2003
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Education
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1974 - 1978
Miami University
Bachelor of Arts (BA), International Studies -
2010 - 2013
Western Kentucky University
Financial Planning Certification, Financial Planning and Services
Community
