Broker Check
Scott D. Nelson, CFP®, MBA

Scott D. Nelson,
CFP®, MBA

Financial Planner

Scott D. Nelson is a CERTIFIED FINANCIAL PLANNER™ practitioner in Westlake Village, California.

As a founding partner of Nexus Wealth Partners, Scott takes a lead role in delivering holistic financial planning advice to his select group of clients.

Over the past seventeen years, Scott has assisted business owners, corporate executives, retirees, and wealthy multigenerational families in making the best decisions concerning accumulating and preserving their wealth.

He has had the honor and privilege to work alongside his clients, who come from a wide variety of industries—Tech, BioPharma, Finance, Healthcare, and Entertainment. He runs the entertainment wing of Nexus Wealth Partners, where he handles the affairs of several award-winning actors, writers, sound engineers, and Hollywood executives. In addition, he has assisted privately held business owners with the sale and investment of company stock proceeds—with transactions over $100 million.

Scott has taught Finance courses to Conejo Valley High School students through the Junior Achievement non-profit organization. Continuing with his passion for education, Scott has been a Professor at California Lutheran University for the past eleven years, where he teaches Financial Principles & Policies and Corporate Finance to graduate students in the MBA Program.

Scott has been a resident of the Conejo Valley for over thirty years and resides in Thousand Oaks, CA, with his wife, Sofia, and their son, Evan.

Educational Background:

Bachelor of Science degree in Finance, Cal Lutheran University, 2006

CERTIFIED FINANCIAL PLANNER™ certification program, Cal Lutheran University, 2010

Master of Business Administration degree with an emphasis in Finance, Cal Lutheran University, 2011

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