Jeffrey Nielson (CFP®)
Jeffrey Nielson focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
Additional Information
My name is Jeff Nielson and I’m a CERTIFIED FINANCIAL PLANNER™. I entered the financial services industry 20 years ago with one goal: Helping people better understand and navigate the world of personal finance. With a vision to build a firm based on working in the best interest of the client, I founded Avenues Wealth in 2018, an independent, fee-only wealth management practice.
NAPFA Start Date
August 28, 2018