Zach Nelson
Senior Vice President, Financial Advisor
MBA, CFP®
Contact Zach
Team Office
Zach’s Locations
Farmington, UT 84025 (801) 447-4200
About Zach
Zach holds a unique position in the firm as a financial advisor who works extensively with athletes, online content creators, and other 1099 employees, serving as the first line of defense for these entrepreneurs. He designs financial planning that helps shield them from the ups and downs of unstable cash flow. His favorite part of the job is getting to know each clients’ individual financial goals and helping them meet them, taking into account their unique risk of an abrupt termination. This has also helped him gain experience in charitable giving, helping clients give to others and carry on their legacy through charitable donations. Zach joined the Rock House Financial team shortly after college, and he then joined Wealth Enhancement in 2024.
The consummate competitor, on the Utah Valley University Men’s Basketball team in college, Zach won two conference championships and is the only player in UVU history with at least 1,000 points, 500 rebounds, and 200 assists. His competitive basketball career now over, Zach spends his time away from the court (and firm) outdoors with his wife Prezley, their daughter Zuri, and two dogs.
Education
- BA - Personal Financial Planning, Utah Valley University
- MBA - Woodbury School of Business
Awards & Recognition
View All2026
InvestmentNews’ Rising Stars (2026)
InvestmentNews
2026
Forbes Top Next-Gen Wealth Advisors Best-In-State (2026)
Forbes
2026
Forbes Best-In-State Wealth Advisors (2026)
Forbes
2025
Forbes Top Next-Gen Wealth Advisors Best-In-State (2025)
Forbes
What we’re thinking about
What Happens to Your 401(k) When You Die?
Newsroom and Resources
View All19 Wealth Enhancement Advisors Named to Forbes’ 2026 Top Next-Gen Wealth Advisors Best-In-State Ranking
34 Wealth Enhancement Advisors Recognized on the 2026 Forbes Best-In-State Wealth Advisors Ranking
Should You Hire a Financial Advisor or Do It Yourself?
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