HK Financial Services is now part of Blucora. Please visit Blucora for more details.
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Molly Nelson, CFP®, CMFC®Financial Planning Consultant

Molly Nelson is a financial planning consultant for HK Financial Services (HKFS). In collaboration with a client’s CPA, Molly provides integrated planning and investment strategies for growing and protecting clients’ wealth. She designs personalized wealth management solutions by integrating estate planning, risk management and retirement planning based on each client’s unique objectives and priorities.

Credentials

Certified Financial PlannerTM Professional (CFP®)
Chartered Mutual Fund Counselor (CMFC®)
FINRA Series 6, 7, 63 and 66 securities licenses
Insurance licensed in MT, OR, CO, ID, NY and WA

Education

B.S. education, University of Oregon, Eugene, OR

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