Anna Nelson, CSPG, EA

Founder at Mosaic Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Sacramento

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Bio

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Credentials

  • Enrolled Agent (EA)
    Internal Revenue Service
    Sep, 2019
    - Nov, 2024
  • Series 65
    FINRA

Experience

  • Mosaic Financial
    • Financial Services
    • 1 - 100 Employee
    • Founder
      • Jun 2021 - Present

  • Ely Prudent Portfolios, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Enrolled Agent and Financial Advisor
      • Sep 2019 - Present

      Financial planning has to include a knowledge of tax issues and can be a great start to getting personal finances organized.

    • Financial Advisor/ Planned Giving Specialist
      • Aug 2006 - Present

      Fee-Only Financial Advisor

  • Ameriprise Financial Services, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Junior Financial Advisor
      • Mar 2009 - Dec 2010

  • Wells Fargo (Wachovia)
    • West Palm Beach, Florida Area
    • Assistant Branch Manager
      • Oct 2004 - Aug 2005

  • Hyatt Deerfield
    • United States
    • Hospitality
    • 1 - 100 Employee
    • Management Intern
      • Feb 2004 - Aug 2004

Education

  • American Institute for Philanthropic Studies
    Certified Specialist in Planned Giving, Planned Giving
    2010 - 2010
  • California State University, Chico
    Bachelors of Science, Recreation Administration
    1999 - 2004

Community

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