Stephen Nelson, CFP® Birchwood Capital

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About Stephen Nelson, CFP®

Stephen Nelson is a CERTIFIED FINANCIAL PLANNER™ professional who has spent his career in the investment management and financial planning profession. He helps clients manage their portfolios and plan for retirement, legacy and lifetime goals.

Stephen serves individuals and families throughout North County San Diego and across the country.

He received a Master of Science in Finance along with a B.B.A of Finance from the Cox School of Business at Southern Methodist University in Dallas, Texas. He also holds the CERTIFIED FINANCIAL PLANNER™ designation and is a current CFA® Level III candidate. Also, he serves as a committee member for the Rancho Del Sol area of Young Life.

Originally from Oregon, Stephen traveled to Texas to study business and play football. He eventually won over his college sweetheart, Megan, along the way. They live in North County San Diego with their twin daughter and son, Rylynn & Brayden.

Together, the Nelson’s enjoy spending time with each other and their extended family, having friends over, getting outside, cooking up a new recipe, watching movies, reading, and savoring each of life’s moments.

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Ideal Clients

  • IRA Planning
  • Medicare Medicaid
  • Private Foundations

Ways Advisor Charges

  • Flat Fee

Fee Options

  • Flat Fee: $6000+/engagement

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