First Command Financial Advisor - Zack Nelson, RICP®

Business Information
Zackary Nelson joined First Command Financial Services as a Financial Advisor in January 2020, following an 8-year career in the United States Navy, where he attained the rank of Petty Officer 2nd Class. Zackary understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.

A graduate of University of Charleston with a Bachelor’s degree in Organizational Leadership, Zackary holds Series 7 and 66 securities licenses plus life and health insurance licenses in Virginia, North Carolina, and Washington.

Understanding that the biggest obstacle to financial security for most people is their own behavior, Zackary serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. His thorough knowledge of military pay and benefits enables him to advise clients on how to navigate the Blended Retirement System, properly allocate their contributions to the Thrift Savings Plan (TSP) and take full advantage of other benefits. Zackary will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.

Active in his community, Zackary is a member of Coastal Community Church where he serves as a Team Lead for the "First Impressions" ministry and also volunteers with military transition assistance programs such as Onward 2 Opportunity and The Honor Foundation.

In his free time, Zackary enjoys golf, reading, and spending time with family.

First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”




Specialties:
Comprehensive financial planning, Investment strategies, Risk management, Debt management