Connect with Zach

CFP®, MBA

Zach Nelson

Financial Advisor

Background

Zach Nelson, CFP®, MBA, had dreams of playing professional basketball from the time he was born. Upon graduation from Yuba City High School in Northern California, he was recruited and received a full-ride scholarship to play basketball for Utah Valley University. Fast forward a few surgery-filled years later and with almost zero athleticism remaining in his body, Zach realized his chances of a long career in competitive basketball were waning. So, he turned to another passion that he developed in while going to school… financial planning.

Zach graduated from Utah Valley University with a bachelor’s degree in Personal Financial Planning and a master’s degree in Business Administration from the Woodbury School of Business. Shortly after graduation, he joined the Rock House Financial team, became a licensed Investment Advisor Representative, and became a CERTIFIED FINANCIAL PLANNERTM.

His favorite part of the job is getting to know each clients’ individual goals and then helping them prepare, financially, to meet them. He enjoys the fact that each case is different because everyone has their own past experiences that have shaped who they are today.

While on the UVU Men’s Basketball team, he won two conference championships and is now the only player in UVU history to have at least 1,000 points, 500 rebounds, and 200 assists. With his competitive basketball career now over, Zach spends a lot of his weekends outdoors. He is a proud dog owner and loves to take them on hikes across the beautiful Utah landscape.

To schedule a meeting with Zach, click here.