Meghan M. Nelson

 

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Meghan M. Nelson joined Taddei, Ludwig & Associates Inc. in June 2015 specializing in Financial Planning and as of March 2016 is a Financial Advisor. In Meghan’s undergraduate education, she demonstrated her strong work ethic and discipline in her studies to achieve an honors level double major in Finance and International Political Economy. After graduating summa cum laude from Dominican University of California, Meghan has been enthusiastic and dedicated to continuing her education at University of California, Berkeley to study for her Certified Financial Planner™ board exam to become a CFP® candidate in 2017.

Meghan’s passion for serving others is contagious. She is focused and detail oriented as she creates financial plans and meets with clients. She is solution based and a strategic thinker when it comes to financial planning, advising and through her participation on the firm’s Investment Committee.

“Developing a financial plan can change the entire direction of a client’s life – it can provide a pathway to achieve their goals. Being a Financial Planner and Advisor provides me the platform to lead others and positively impact their lives. It takes strong leadership qualities and responsibility to uphold the quality of work I set standard for myself.”

Meghan holds the following:

Qualifying Examination:

  • Series 65 – Uniform Investment Advisor Law Examination

Educational Background:

  • B.A. Finance & International Political Economy, summa cum laude, Dominican University of California