Ryan Nelson (CFP®, CPA, MBA, MS)
Ryan Nelson focuses in the
following client markets or areas of practice:
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Millennials
- Tax Planning
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Millennials
- Tax Planning
Planning Specialties
Equity Compensation & Concentrated Position Planning | Tax Planning | Investment Management | Financial Independence & Retirement Planning | Estate Planning | Insurance & Risk ManagementAdditional Information
Professional Experience - Former Lead advisor at two national fee-only RIAs for clients with $3M–$15M in assets - Former tax advisor at a national public accounting firm, focused on HNW individuals and business owners - Specialized experience in equity compensation, tax strategy, and long-term financial planning Credentials & Education - Certified Public Accountant (CPA) - Certified Financial Planner (CFP) - Bachelor’s in Accounting, MBA, and Master’s in Accounting Personal - Born and raised in Green Bay, WI (Lifelong Packer fan and shareholder) - Married to Jen and proud dad of two young daughters (7,5) - Passionate about travel, experiences, and making memories with family - Other Interests – Hosting at the family cabin, drinking great coffee, enjoying Italian food, and maintaining an active and healthy lifestyle
NAPFA Start Date
February 23, 2024
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