Zach Nelson, VP Financial Advisor at Wealth Enhancement in Farmington, UT

Zach Nelson

Senior Vice President, Financial Advisor

MBA, CFP®

Office Information


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Team Office

Zach’s Locations

630 North Main St
Farmington, UT 84025
(801) 447-4200
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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

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  1. Awarded 10/28/26 for the ranking year 2026.
  2. Awarded 8/11/26 for the period 3/31/25-3/31/26.
  3. Awarded 4/7/26 for the period 6/30/24-6/30/25.
  4. Awarded 8/6/25 for the period 3/31/24-3/31/25.

Let’s craft your future, together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
 

Insights from Zach

What we’re thinking about

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Retirement

What Happens to Your 401(k) When You Die?

What happens to your 401(k) when you die? Learn about beneficiary designations, how inherited 401(k) rules work, and managing taxes on 401(k) inheritance.
Zach Nelson Mar 31, 2026
Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

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