Welcome to Nexus Wealth Advisors
Experience wealth management, reimagined.
Get clarity and control over your financial life — and focus on living the life you really want. See how we help you do it.
Lance A. WexlerWealth Manager & Managing Member
Rebekah CossClient Relationship Manager
Angel JimenezClient Service and Office Administrator
Lance A. Wexler, CMFC®
Wealth Manager & Managing Member
Lance A. Wexler is a Chartered Mutual Fund Counselor (CMFC®) and Wealth Manager with Nexus Wealth Advisors. He was originally securities and insurance licensed in 1994, when he worked for Lincoln Financial Group. Prior to forming Nexus Wealth Advisors, Lance was a financial adviser with Waddell & Reed, Inc. Lance is a local business owner, family man, philanthropist and ocean-loving artist.
Lance has a calling to help people strip the stress from money so they can focus on living life fully and doing what they love. He founded Nexus Wealth Advisors with the intent of crafting a financial services firm that provides clients with choices, simplicity, value, quality, transparency and exceptional care. His vision is that with each choice, each option, the firm manifests as a nexus of financial peace.
An entrepreneur at heart, Lance has created several companies including, American Life Solutions, Coastline Funding Group and ROI By Design. He excelled as a top producer, earning a position in the exclusive Gold Medalist Program and Circle of Champions. Lance holds a degree in Economics from UC Santa Cruz and participated in coursework toward a Doctorate of Clinical Psychology program at Alliant International University in San Diego. In 2007, he completed the Business Professionals Course (BPC-38), a rigorous two-year professional program produced by The Aji Network.
Lance has been in the Santa Cruz area since 1991 and currently lives in Scotts Valley with his wife and two children. In pursuing his passion for helping children and the environment, he is deeply involved with two nonprofit organizations. He is honored to be a Board Member and treasurer of Court Appointed Special Advocates of Santa Cruz County (CASA). He also serves as Treasurer and board member of The Coastal Watershed Council. Lance has a passion for nature, the ocean in particular, and is a member of the U.S. Coast Guard Auxiliary. His favorite activities include, exploring and discovering nature with his children, tennis, hiking, surfing, diving, sculpting stone and connecting with people.
Client Relationship Manager
Rebekah is a Central Coast native who brings poise and proficiency to her position. As Client Relationship Manager, Rebekah works closely with Lance managing client relationships, implementing strategies, and developing financial plans for our clients. Focusing on helping Nexus provide superb service, she is a dynamic, positive, experienced professional who is willing to go the extra mile to make sure our clients' needs are met.
Rebekah began her career in the financial industry over 10 years ago and has specialized in banking, investment, and small business solutions. She developed a passion for helping people simplify the potential stressors that can often exist with respect to their finances, and has dedicated herself to the Nexus vision of helping people make sound decisions that provide them peace for the future.
Client Service and Office Administrator
Angel has been a life-long resident of the Santa Cruz County. Born in Watsonville CA and raised in Royal Oaks, Angel has developed a passion through personal experiences about how impactful money and finance can be. He has passion for helping people achieve peace of mind around money and live the life they desire.
He is a nature enthusiast who enjoys exploring the wilderness in all of its natural beauty, from the mountains of Oregon to our beautiful Central Coast. Some of his hobbies include working out at the gym, spending time with his charming dog (Brodie) and connecting with people.
As the Client Service and Office Administrator, Angel’s job is multi-faceted but primarily focused on helping Nexus provide superb service to you. He is compassionate, positive, highly intelligent, experienced, professional and competent. When you call he will likely answer the phone. When you come to the office he will greet you with a smile.
He is committed to your experience with our firm being comfortable, easy, and productive.
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365-B Lake Avenue
Santa Cruz, CA 95062
Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”) and Nexus Wealth Advisors, LLC (“Nexus”), investment advisers registered with the SEC. United Capital and Nexus are separate and unrelated companies.