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Brett Nelson, Cfp Email & Phone Number

Partner Advisor at AdvicePeriod
Location: Warrenton, Virginia, United States 2 work roles 2 schools
1 work email found @adviceperiod.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@adviceperiod.com
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Current company
AdvicePeriod
Role
Partner Advisor
Location
Warrenton, Virginia, United States
Company size
92 employees

Who is Brett Nelson, Cfp? Overview

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Quick answer

Brett Nelson, Cfp is listed as Partner Advisor at AdvicePeriod, a with 92 employees, based in Warrenton, Virginia, United States. AeroLeads shows a work email signal at adviceperiod.com and a matched LinkedIn profile for Brett Nelson, Cfp.

Brett Nelson, Cfp previously worked as CEO at Nelson Financial Partners. Brett Nelson, Cfp holds Bachelor Of Science - Bs, Mechanical Engineering from University Of Virginia.

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Email format at AdvicePeriod

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*@adviceperiod.com
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AeroLeads found 1 current-domain work email signal for Brett Nelson, Cfp. Compare company email patterns before reaching out.

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Profile bio

About Brett Nelson, Cfp

Brett Nelson, CFP® is a Partner Advisor with AdvicePeriod. With two decades of experience in wealth management, he has a proven track record of delivering customized solutions to his clients. Brett and his dedicated team primarily work with executives and business owners who are looking to implement tools and technology that will allow them to be more strategic in protecting and growing their assets. Brett’s strong attention to detail, responsiveness, strategic and proactive financial advice enable his clients to take full enjoyment of the wealth they have created. Prior to joining AdvicePeriod, Brett was the Managing Director of Nelson Financial Partners. His primary responsibilities included running daily operations and managing client relationships. Brett joined AdvicePeriod to partner with a company that shares his vision in providing truly fiduciary and complete planning advice with best in class technology.Brett earned his Bachelor’s Degree in Mechanical Engineering from the University of Virginia in 1995. In addition, Brett earned his Master’s in Business Administration from Purdue University in 2000. Brett is a Certified Financial Planner™ (CFP®).Brett and his family reside in the Metro Washington DC area on a small farm. Although free time is a rarity, he enjoys lifting weights and spending time with his wife and four children. They are a tightly-knit family who enjoy spending time outdoors with their two dogs, three horses and independent cat.

Listed skills include Estate Planning, High Net Worth Individuals, Insurance, Investment Management, and 7 others.

Current workplace

Brett Nelson, Cfp's current company

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AdvicePeriod
Adviceperiod
Partner Advisor
los angeles, california, united states
Website
adviceperiod.com
Employees
92
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2 roles · 21 years

Brett Nelson, Cfp work experience

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Partner Advisor

Current
Adviceperiod

Washington, District Of Columbia, United States

At AdvicePeriod, we think it's time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. We prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we help clients plan, grow and keep more of their wealth over time. By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals, and shape their legacy for generations to come. Low-cost. No products, just advice.Planning focused. Results driven.Integrated digital experience using the latest technology.This is how wealth management is going to evolve. This is AdvicePeriod. - 2020 Industry Awards Finalist - Wealth Management.com (2020)- FT 300 Top 300 US Registered Investment Advisers - Financial Times (2020 & 2019)- Best Wealth Planning Firm in the US - Family Wealth Report Awards (2019)- Thought Leader of the Year - Wealth Management Magazine (2019)- #1 Fastest Growing RIA Firm on the West Coast and #4 Nationally - InvestmentNews (2018)- #1 FinTech Wealth Management Firm in the U.S. - FinTech Breakthrough Awards (2017)AdvicePeriod, LLC award disclosure:https://www.adviceperiod.com/disclosure/

Aug 2020 - Present

Ceo

Nelson Financial Partners

Washington D.C. Metro Area

As CEO, Brett led a team dedicated to running clients' personal finances like a business. A CERTIFIED FINANCIAL PLANNER professional, he enjoyed working alongside clients who appreciated the organization and discipline that his firm brought to their wealth.

2006 - Aug 2020
Team & coworkers

Colleagues at AdvicePeriod

Other employees you can reach at adviceperiod.com. View company contacts for 92 employees →

MA Michael Arteaga Michael Arteaga Colleague at AdviceperiodSan Francisco, California, United States View → MM Megan M. Logee, Chfc® Megan M. Logee, Chfc® Colleague at AdviceperiodEast Greenwich, Rhode Island, United States View → PB Phil Boscarino, Cfp® Phil Boscarino, Cfp® Colleague at AdviceperiodLos Angeles, California, United States View → DL Dan Legault, Cfp® Dan Legault, Cfp® Colleague at AdviceperiodEast Greenwich, Rhode Island, United States View → RP Roman Puglise Roman Puglise Colleague at AdviceperiodCharleston, South Carolina Metropolitan Area, United States View → SS Selena Simpson Selena Simpson Colleague at AdviceperiodLos Angeles, California, United States View → AS Alec Stewart Alec Stewart Colleague at AdviceperiodLos Angeles, California, United States View → DW Danielle Weiner Burness Danielle Weiner Burness Colleague at AdviceperiodDurham, North Carolina, United States View → EW Eric W. Mundwiller, Cpa/Pfs, Aif Eric W. Mundwiller, Cpa/Pfs, Aif Colleague at AdviceperiodChesterfield, Missouri, United States View → CC Chrissy Canapari, Chfc® Chrissy Canapari, Chfc® Colleague at AdviceperiodEast Greenwich, Rhode Island, United States View →
2 education records

Brett Nelson, Cfp education

FAQ

Frequently asked questions about Brett Nelson, Cfp

Quick answers generated from the profile data available on this page.

What company does Brett Nelson, Cfp work for?

Brett Nelson, Cfp works for AdvicePeriod.

What is Brett Nelson, Cfp's role at AdvicePeriod?

Brett Nelson, Cfp is listed as Partner Advisor at AdvicePeriod.

What is Brett Nelson, Cfp's email address?

AeroLeads has found 1 work email signal at @adviceperiod.com for Brett Nelson, Cfp at AdvicePeriod.

Where is Brett Nelson, Cfp based?

Brett Nelson, Cfp is based in Warrenton, Virginia, United States while working with AdvicePeriod.

What companies has Brett Nelson, Cfp worked for?

Brett Nelson, Cfp has worked for Adviceperiod and Nelson Financial Partners.

Who are Brett Nelson, Cfp's colleagues at AdvicePeriod?

Brett Nelson, Cfp's colleagues at AdvicePeriod include Michael Arteaga, Megan M. Logee, Chfc®, Phil Boscarino, Cfp®, Dan Legault, Cfp®, and Roman Puglise.

How can I contact Brett Nelson, Cfp?

You can use AeroLeads to view verified contact signals for Brett Nelson, Cfp at AdvicePeriod, including work email, phone, and LinkedIn data when available.

What schools did Brett Nelson, Cfp attend?

Brett Nelson, Cfp holds Bachelor Of Science - Bs, Mechanical Engineering from University Of Virginia.

What skills is Brett Nelson, Cfp known for?

Brett Nelson, Cfp is listed with skills including Estate Planning, High Net Worth Individuals, Insurance, Investment Management, Long Term Care, Retirement Planning, Risk Management, and Strategic Planning.

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