About

Nelly is a dedicated financial professional with over 14 years of experience in the industry. Known for her client-first mindset, she goes above and beyond to deliver exceptional service. Her professionalism and integrity shine through in every interaction, ensuring her clients feel supported and empowered in their financial decisions.

Born in Nayarit, Mexico and raised in California, Nelly carries her family values into everything she does. Outside of work, she finds peace in solo hikes while listening to her favorite music, and her greatest joy comes from rooting for her teenage daughter during softball season. With both expertise and heart, Nelly is committed to helping families create stronger, more secure financial futures.

Nelly's Core Services: 

• Retirement Income Strategies
• Tax Saving Strategies
• Certificate of Deposit (CD) Alternatives
• 401(k), 403(b), 403(a), 457 Rollovers
• Life Insurance
• Medicare
• Mobile Notary 

Nelly is Insurance licensed in CA

California Insurance License No. OI64505