Nelson Simoes, B.B.A., CFP
Financial Security and Investment
Representative
Freedom 55 Financial
Nelson
Simoes is an independent Financial Planner with Freedom
55 Financial and has worked in the industry for 5
years. Since entering the business he has qualified
at a Million Dollar Round Table level of production
every year. As a Certified Financial Planner, Nelson
specializes in working with young professionals and
business owners by addressing their ‘big picture’
financial planning needs.
Nelson
has been successful at utilizing various marketing
initiatives that has allowed his practice to generate
consistent and quality referrals. Through the website
which he developed, monthly newsletters, regular seminars,
his video podcast commercial, Nelson has created a
proven marketing system that continues to produce
leads and generate business within his target profile.