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


This Office

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