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Geoff Nelson

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11 Greenway Plaza, Suite 2625
Houston, TX 77046

PHONE NUMBER: 832-941-5760
TOLL-FREE: 866-216-7016

Geoff Nelson

, CFP®

Senior Vice President

Geoff is a business development officer at CIBC Private Wealth, with over 20 years of financial planning and wealth management experience. In this role, he identifies and develops new and existing relationships with high-net-worth individuals, organizations, and key intermediaries.

Prior to joining the firm, Geoff served as a regional vice president at Mercer Advisors for 5 years where he used his financial planning experience to help new clients implement investment, tax and estate planning strategies. Previously, he spent 15 years working for Fidelity investments in roles located in California, Texas, and Utah. He also served  as a  public speaker in the wealth management space, having presented to Fidelity’s largest institutional clients and at some of Fidelity’s largest conferences.

Additionally, Geoff has also spent several years teaching MBA classes as an adjunct professor in both corporate finance and personal finance. Geoff has also spent many years volunteering as a foster at several animal rescue groups as well as with the Big Brothers, Big Sisters organization.

Geoff earned a Bachelor of Science from Utah State University, as well as an MBA from University of California, Davis. Geoff holds the CERTIFIED FINANCIAL PLANNER™ certification. He is also an avid tennis player having competed at the NCAA level during his younger years and still competes regularly.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.

The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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