Asset Planning Inc.
Fee Only Financial Planner Located in Cypress, CA and Serving the Greater Los Angeles Area
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.
Erin Nelsen is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Erin Nelsen is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Erin Nelsen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Erin Nelsen is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Erin Nelsen
10833 Valley View
Cypress, CA 90630
Serving all of
Orange County, CA