Stephen Nelson
CFP®
Birchwood Capital
President
Stephen Nelson
CFP®
Birchwood Capital
President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Stephen Nelson, CFP®
Helping you pay less in taxes, generate income, and retire confidently. We operate on a Flat-Fee so investments compound for you - not against you. Serving North County San Diego.
Meet Stephen Nelson
Stephen Nelson is a Vista, CA fee-only financial planner. Birchwood Capital provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Stephen Nelson is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Stephen Nelson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Contact Stephen Nelson
Office Locations:
-
2424 Verano Way
Vista, CA 92081
