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

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


This Office

1407 E Robinson St Orlando, FL 32801-2119 Phone: (407) 898-3181