Craig Nelson (CFP®, CPA)

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

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

September 11, 2018


This Office

29030 SW Town Center Loop E Ste 202-251 Wilsonville, OR 97070-9490 Phone: (503) 703-6765