Certified Financial Planner Lake Wales, FL

James M. "Jimmy" Nelson, CFP®


President / Owner



For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met rigorous training, fulfilled extensive educational requirements, and most importantly promise to uphold high ethical values that require them to be committed to putting their clients' interests first and foremost. Partnering with a CFP® professional like Jimmy Nelson provides you with the confidence and security you deserve. Family Financial Services is dedicated to serving their valued clients' best interests to prepare them for a more solid and secure future.

A Title is Earned Not Given

Most people think all financial planners are “certified,” but this isn’t factual. Almost anyone can use the title “financial planner,” but only those recognized by the CFP® Board can honestly claim the certified financial planner title. CFP® professionals have met meticulous qualifications and educational standards for financial planning. Dedicated and seasoned financial planners like Jimmy Nelson, who have fulfilled CFP® Board’s upstanding requirements and passed the comprehensive CFP® Certification Exam are committed to high ethical standards.

Clients' Interests Come First

When working with a CFP® professional, clients are assured that their financial interests come first. Clients have trust in knowing that the Family Financial Services team will navigate their individualized paths to achieving their financial goals. Although goals may change over the years as a result of shifts in lifestyle or family circumstances such as career changes, growing family, or inheritance, clients feel confident in knowing that Jimmy and his staff are committed to the CFP® Professional standards to act in their client’s best interests, at all times when providing financial advice to a client.