Stephen Nelson (CFA, CFP®)
Stephen Nelson focuses in the
following client markets or areas of practice:
- Charitable Giving
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
At Birchwood Capital, we help people retire confidently. We only work with folks in or approaching retirement. Our philosophy is centered around creating a retirement plan that you understand, saving you money on taxes, and utilizing low-cost index investments as a baseline. Every client portfolio is customized so there's flexibility on implementation style and strategies used.Additional Information
Stephen Nelson is a Chartered Financial Analyst® (CFA) Charterholder and a CERTIFIED FINANCIAL PLANNER™ professional who has spent his career in the investment management and financial planning profession. He helps clients manage their portfolios and plan for retirement, legacy and lifetime goals.Stephen serves individuals and families throughout North County San Diego and across the country.
He received a Master of Science in Finance along with a B.B.A of Finance from the Cox School of Business at Southern Methodist University in Dallas, Texas. He holds the Chartered Financial Analyst® (CFA) Charter, CERTIFIED FINANCIAL PLANNER™ designation, and is a member of XY Planning Network. Lastly, he serves as a committee member for the Rancho Del Sol area of Young Life.
Originally from Oregon, Stephen traveled to Texas to study business and play football. He and his wife met at school and now live in North County San Diego with their twin daughter and son, Rylynn & Brayden.
Together, the Nelson’s enjoy spending time with each other and their extended family, having friends over, getting outside, cooking up a new recipe, watching movies, reading, and savoring each of life’s moments.
Read Stephen’s annual letters here: https://birchwoodcapital.com/annual-letters/
NAPFA Start Date
October 08, 2020
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