Stephen Nelson (CFA, CFP®)
Stephen Nelson focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Business Owners
- Charitable Giving
- College/Education Planning
- Entrepreneurs
- Estate & Generational Planning Issues
- Alternative or Private Investments
- Business Owners
- Charitable Giving
- College/Education Planning
- Entrepreneurs
- Estate & Generational Planning Issues
Planning Specialties
For families with significant wealth, the question shifts from “Will I have enough?” to “How do I steward this well?” Over years of working with affluent families, we’ve seen recurring concerns: How much should we give our children without harming their motivation or well-being? How do we live with purpose? How can we protect family unity from the challenges wealth can bring? And how do we balance enjoying our resources with giving? We work with families with assets typically between $5 - 25 million who are looking for the highest level of thinking, planning, and execution. For clients’ with assets beyond these thresholds, we serve them through our multi-family office.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 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. Stephen serves families throughout San Diego and across the country.Read Stephen’s annual letters here: https://birchwoodcapital.com/annual-letters/
NAPFA Start Date
October 08, 2020
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