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Alan Nelson (CFP®, EA)

Alan Nelson focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Alan Nelson is the Founder and President of Sterling Investment Management, Inc., a Fee-Only financial services firm offering comprehensive, personalized financial advice. Our office is located in Beaverton, Oregon. Sterling Investment Management, Inc. provides financial planning and investment counseling to individuals and families.

NAPFA Start Date

October 10, 2002

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

16070 SW White Bird St Beaverton, OR 97007-8954 Phone: 503-579-9744 Fax: 503-579-8834
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