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.