“I knew I wanted to work in the finance industry from a young age, but I didn’t know quite what that would look like until I got to college. That’s where I found the perfect major that seamlessly combined my innate understanding of numbers and my passion of working with people. I am interested to learn from the team about Personal Financial Planning and how it gives them an opportunity to help turn people’s financial dreams into a reality.”
Hadley Nielson is the newest member of Legacy Financial Group and is excited to bring her desire to learn financial planning and to serve our clients to the Legacy Team. Her role as a Financial Paraplanner is to assist the financial advisors in preparing for review meetings, manage our client experience and bring new technologies to improve our processes.
Hadley has a BS in Personal Financial Planning from Utah Valley University and plans to sit for the CFP examination in July, 2020.
Hadley recently moved to Long Beach and is relishing in the California elements. She enjoys playing basketball, hiking, and going to the beach in her free time.