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Home > About Us > Our Team > Samuel Nelson, CFP ®
Samuel Nelson, CFP ®
Samuel Nelson
Investment Advisor Representative, Sales Director
850-937-7956  |  SamuelNelson@AHFplanners.com

 

Sam Nelson is a CERTIFIED FINANCIAL PLANNER™ professional with American Heritage Financial, located in the Pensacola office. He is currently serving the Gulf Coast with his vast knowledge in Financial Planning, Wealth Transfer, and Business Succession. Sam has a passion for “helping people solve problems that they know exist but do not otherwise know how to plan for.” He holds his Life, Health and Variable Annuity license, as well as his Series 6, 7, 63, 65, and 24. Sam has his Bachelors of Science in Management with an emphasis in Finance and Economics from the United States Coast Guard Academy. He is an avid baseball fan and a coach for 3rd-5th grade soccer and baseball. He is also an active volunteer at church, a former member of the National Association of Insurance and Financial Advisors (NAIFA), and a former board member for the Good News Jail and Prison Ministry.

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*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA/SIPC.
American Heritage Financial, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.
American Heritage Financial, LLC is authorized to conduct life insurance and securities business in Florida and may be licensed in other states. American Heritage Financial, LLC cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.
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