Nelson Roberts Investment Advisors

Specialties

Nelson Roberts Investment Advisors is a Registered Investment Advisor that provides an efficient blend of wealth and asset management services for corporate executives, professionals, families, and individuals.

As an independent employee-​owned investment advisory firm, our services and advice are completely unbiased — our only agenda is doing well by our client. We listen closely to what’s important to our clients and customize a plan around their needs and objectives. We don’t stop there; we implement the plan and continue to work with our clients to review and refine the plan as life progresses.

We take great personal reward in seeing our clients’ goals become a reality. Our commitment is to be a lifelong partner in the pursuit and fulfillment of that plan. In the end, our reward is to know that we’ve helped you enjoy life more, with less stress, less worry and more confidence.

Meet the Manager

Steve P.

Manager

Steve Philpott is a Certified Financial Planner practitioner who brings extensive experience in all aspects of wealth and asset management to Nelson Roberts Investment Advisors. He began his investment management career at Nelson Capital Management where he served as a research analyst and portfolio manager. After receiving an undergraduate degree from Santa Clara University, Steve continued his education earning a Master of Business Administration from the University of San Francisco. He is a member of the Financial Planning Forum, Inc. and a past president of the Santa Clara University Alumni Association Board of Directors.