Broker Check
Grant Nelson, CFP®

Grant has been in the financial services industry since 2016. He began his career with a well-respected insurance company.  As a Certified Financial Planner™ professional (CFP®), Grant focuses on providing clients with comprehensive financial plans.   The insurance experience he gained early in his career allows him to better serve his clients with knowledge of both the insurance and investment industries. He is equipped to plan for individuals, families, and businesses, but he is most passionate about retirement and estate planning.

Grant is an Acadiana native who attained the rank of Eagle Scout before graduating as a valedictorian from Catholic High School – New Iberia. He went on to study at Louisiana State University earning a bachelor’s degree in finance as a CFP® Board-Registered Student. In addition to his CFP® certification, he holds FINRA Series 6, 7, and 63 licenses. In addition to licensing and credentials, Grant values continuous improvement via seminars, webinars, and publications by his favorite authors within the financial industry.

Outside of his practice, Grant enjoys watching sports, collecting vinyl records, and cooking for friends and family. Grant’s passionate about serving his community by volunteering through Acadiana Animal Aid as well as the local Alzheimer’s Association.

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