We hope you are well and staying healthy. This virus is affecting everyone's finances.
Please know we are here to help you through it. We are open and happy to host a phone or video conversation at your convenience.

Frank Dasse, Ph.D

Frank Dasse - Ph.D Dr. Dasse retired from the firm at the beginning of 2018. Dr. Dasse was a Financial Representative with Nelson Financial Planning and was previously the Executive Vice President of Nelson Investment Planning Services in Winter Park. He has been associated with them as a financial planner for over 20 years.

He has an engineering degree from the U of Michigan, an MBA from Stetson University and a Ph.D. in Food & Resource Economics from the U of Florida.

He was a full-time professor of economics and finance at the Crummer Graduate School of Business at Rollins College. He continues to this day as an adjunct professor at the Crummer School in the fields of Economics & Finance.

He is a member and past director of the Winter Park Rotary Club, the Winter Park University Club and Toastmasters International.

For over 5 years, he was the host of a financial talk show “Dr. Frank’s Money Matters”

What Sets Us Apart?

  • Integrated retirement planning, tax mitigation, legacy planning and wealth management with a focus on timely and proactive client communication.
  • Family owned and operated since 1984 with a tradition of producing superior investment results at a cost typically 25% less than other firms.
  • Central Florida’s fastest growing and most honored financial planning firm with the area’s longest running radio show.

Contact Us

Formerly Nelson Investment Planning Services (NIPS)

Nelson Financial Planning Inc. offers securities through Nelson Ivest Brokerage Services Inc., a member of FINRA and SIPC.

407.629.6477

Additional information about FINRA membership may be obtained at www.finra.org or calling 301-590-6500

Additional information about SIPC membership may be obtained at www.sipc.org or calling 202-371-8300

  • Nelson Financial Planning
    407.629.6477
    Local Financial Planning Service in the Orlando Area
    423 Country Club Drive, Winter Park, FL 32789
Financial Advisors in Orlando. Nelson Financial Planning. ©2018 All Rights Reserved.