Erin  Nelsen

Erin Nelsen

| CFP®

Asset Planning Inc.

(714) 827-5794

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Fee Only Financial Planner Located in Cypress, CA and Serving the Greater Los Angeles Area

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Insurance Analysis
  • Women\'s Financial Issues
  • Divorce Financial Planning
  • Recent Widow Planning

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10833 Valley View
Cypress, CA 90630

Serving all of
Orange County, CA

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Erin Nelsen is a Orange County  Fee-Only Financial Advisor located in Cypress, Ca easily accessible from Los Alamitos, Rossmoor, Seal Beach, Huntington Beach, Long Beach, Palos Verdes, Irvine, Tustin, Yorba Linda, Brea, Fullerton & all other cities in Los Angeles County & Orange County.  Erin Nelsen is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Erin Nelsen, CFP® is a Cypress, CA Financial Advisor that manages portfolios & conducts hourly financial planning for Asset Planning.  Erin holds the Certified Financial Planner™ & Registered Investment Advisor Representative professional designations.  Erin has expertise in various financial planning areas such as investments, taxes, estate divisions, divorce planning, public and private pension options, social security, real estate, insurance analysis, recent widow planning, and many other complex financial issues that arise.  Erin has been with Asset Planning since April 2007. Erin is thankful to have found her prefect forever firm. Asset Planning holds a high standard of care for both it's clients and staff, and everyone is truely valued as family. 

An Orange County native, Erin earned her Bachelor of Arts in Business Administration with a concentration in Finance from Cal State Fullerton. Erin completed the Personal Financial Program at CSUF. Erin is an active member of the Orange County Financial Planning Association and has been a volunteer teacher of personal finance to elementary kids through the community outreach program Junior Achievement. 

Erin Nelsen is a Fee-Only Financial Advisor and a member of NAPFA, the largest network of Fee-Only Financial Planners. Fee-Only means Erin is only compensated directly by her clients & does not sell products nor accept commissions for the investments she recommends. Erin is proud to have built her career solely on the independent Fee-Only side of the wealth management industry.

When Erin is not at the job she loves, she is busy tending to her garden, scouting out new resturants to try with her husband/high school sweetheart of 13 years, chauffering her kids around, & serving to the ever demanding Sheltie dog & two royal cats that rule her household. 

 

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Asset Planning, Inc. provides financial planning and asset management services to individuals, businesses and trusts. With nearly 80 years of combined financial services experience, our staff is fully qualified to offer investment advice, portfolio management services, and financial planning to both pre and post retirement clients.
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