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Alan Nelson (CFP®, ChFC®, MBA)

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

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Federal Employees
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management

Planning Specialties

Retirement Planning, College/Education Planning, Career/Life Transitions, Tax Planning, Investment Planning/Management, Veterans/Federal Employees, Cash Flow/Budgets, Generation X, Credit and Credit Card Hacking, Fixed Fee

Additional Information

Alan Nelson (CFP®, ChFC®, MQFP®, MBA)

NAPFA Start Date

July 26, 2024

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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

356 Santa Helena Solana Beach, CA 92075 Phone: (858) 432-9440
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