NELSON FINANCE LIFE, LLC
Financial Services and Economic Sustainability
Minority and woman-owned financial consulting and compliance firm delivering customized financial education.
NELSON FINANCE LIFE, LLC
Financial Services and Economic Sustainability
Minority and woman-owned financial consulting and compliance firm delivering customized financial education and wealth sustainability consulting.
company overview
Finance Life, LLC is a minority and woman-owned financial consulting and compliance firm with a mission to eliminate generational poverty by nurturing wealth-building behaviors and empowering underserved communities. Founded by an internationally educated financial planner with more than 10 years of experience in public-private partnerships, the firm delivers customized financial education, and wealth sustainability consulting across sectors.
Qualifications & Licenses
- Section 3 Business Concern
- HCR Section 3 Certified Training
- FEMA Public & Individual Assistance
- SIE, Series 7 License
- Life, Health & Accident Insurance Licensed (NY & FL)
- NYU Financial Planning Diploma
MWBE Contractual Utilization
- Our commitment to diversity, equity, and inclusion extends to our procurement and contracting processes. We actively support the participation of certified Minority and Women-Owned Business Enterprises (MWBEs).
- GOALS: We strive to meet or exceed the participation goals established by federal, state, or local guidelines by:
- Identifying qualified MWBE firms through certified directories
- Encouraging subcontracting and direct contracting opportunities
- Tracking and reporting utilization rates on all eligible contracts
- Ensuring transparency and accountability throughout the procurement process
Services
- MWBE Contractual Utilization
- Section 3 Hiring
- Davis Bacon Monitoring
- Financial Planning Services
Let’s Talk!
- Business Hours:
- 7am to 5pm
- Phone Number
- 914-500-8794
- Send us an email:
- operations@nelsonfinance-life.com