Broker Check
Greg  Nelson

Greg Nelson

Insurance Specialist

Greg joined the firm in 2013 and has more than 30 years of experience in the financial services industry. He assists Sequoia Wealth Advisors clients with their insurance needs and reviews; and specializes in the areas of life insurance, annuities, long-term care and disability income. From 2008 to 2011, Greg was recognized each year by Jackson National Life Insurance as a top producer. He is currently pursuing his designation as a Chartered Life Underwriter® (CLU®) through the American College of Financial Services (CA Insurance Lic. #0625622).

Greg has a bachelor of arts in business economics (with an accounting emphasis) from the University of California, Santa Barbara. He and his wife, Susan, live in La Selva Beach and enjoy the beach life, watersports, biking and hiking.