Craig Nelson, CFP®, CPA Red Sky Financial Planning, LLC

About Craig Nelson, CFP®, CPA

As the son of two finance professionals, Craig learned financial literacy early in life. He studied finance at Oregon State University and accounting at Portland State University.

Craig is a former Army Officer and Iraq War Veteran. Between periods of active-duty, Craig gained industry experience as a financial advisor at Merrill Lynch. He then spent six years in corporate accounting at Intel and Nike, focusing on global technology transformation and process optimization projects – helping accountants around the world work smarter, faster, and more efficiently.

With ten years of combined military, accounting and project management experience, Craig left the corporate world in 2017 to pursue his passion for financial planning. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Public Accountant (CPA), Craig has demonstrated expertise in the areas where he provides advice and guidance.

Craig’s non-traditional path to financial planning greatly influences the customer experience at Red Sky. He easily connects with and relates to individuals from various backgrounds. His integrity, discipline, attention to detail, and long track record of success are qualities he shares with his clients.

Outside of work, Craig’s favorite activity is spending time with his wife (Kelly) and two daughters (Anna and Clara). He also has a love for anything outdoors, including golf, fishing, boating, camping, and biking.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Holistic Financial Planning
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Quarterly Fee
  • Hourly

Fee Options

  • Quarterly Fee: $1250+/qtr
  • Hourly Fee: $300+/hr

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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