Ed Nelson, Chfc

Ed Nelson, Chfc Email and Phone Number

Fee-Only Financial Planner and Advisor @ Clear Trace Financial
Pewee Valley, KY, US
Ed Nelson, Chfc's Location
Pewee Valley, Kentucky, United States, United States
Ed Nelson, Chfc's Contact Details

Ed Nelson, Chfc personal email

n/a
About Ed Nelson, Chfc

Fee-Only Financial Planner to individuals and small to medium sized businesses. My practice is built around a fiduciary standard--my client's interest comes before anything else. My background in technology also ensures that my customers are utilizing technology to its fullest.Part of my practice includes performing as a Personal Financial Counselor to U.S. military members and families through Zeiders Enterprises, Inc. I enjoy supporting U.S. troops in their service and sacrifices for country.Specialties: Investment, Retirement, Tax, Insurance, Estate, and Education Planning as a Fiduciary. ChFC - Chartered Financial Consultant. Fee-Only services by the hour or retainer.

Ed Nelson, Chfc's Current Company Details
Clear Trace Financial

Clear Trace Financial

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Fee-Only Financial Planner and Advisor
Pewee Valley, KY, US
Website:
clear-trace.com
Employees:
1
Ed Nelson, Chfc Work Experience Details
  • Clear Trace Financial
    Fee-Only Financial Planner And Advisor
    Clear Trace Financial
    Pewee Valley, Ky, Us
    View
  • Clear Trace Financial
    Fee-Only Financial Planner / Advisor
    Clear Trace Financial Jul 2007 - Present
    Louisville, Kentucky Area
    Fee-Only Financial Planner practicing as a fiduciary offering objective advice without commissions.
    View
  • Zeiders Enterprises, Inc.
    Personal Financial Counselor
    Zeiders Enterprises, Inc. Nov 2012 - Jan 2024
    Usa
    Provided education and counseling to military personnel as a Personal Financial Counselor (PFC) in the Military Family Life Counseling (MFLC) program.
    View
  • Stewart Title Guaranty
    Automation Manager
    Stewart Title Guaranty Sep 2003 - May 2007
    Usa
    Managed Agent Technology Implementations
    View
  • Frontier Financial Consultants
    Financial Advisor
    Frontier Financial Consultants 2002 - 2003
    Louisville, Kentucky Area
    Financial Advisor
  • Vobix
    Channel Manager
    Vobix 2000 - 2001
    Louisville, Kentucky Area
    Managed distribution channel for Application Service Provider
  • Information Technologies, Inc.
    Vice President
    Information Technologies, Inc. 1996 - 2000
    Louisville, Kentucky Area
    Managed Operations and Sales for technology company with international manufacturing customers.
  • National Golf Suppliers
    Manager
    National Golf Suppliers 1991 - 1996
    Helped create the first branded golf component designer and distributor.
  • Pricewaterhousecoopers
    Senior Management Consultant
    Pricewaterhousecoopers 1986 - 1989
    Managed system and process improvement projects for large and medium sized manufacturers, distributors, and service companies as part of regional consulting team.
    View

Ed Nelson, Chfc Skills

Investments Financial Advisory Financial Planning Insurance Finance Management Investment Advisory Retirement Planning Retirement Small Business Personal Finance Asset Management Wealth Management Strategic Financial Planning Estate Planning Tax Risk Management Project Planning Budgets Income Tax Problem Solving Mutual Funds Financial Analysis Cycling Mountain Biking Investment Management Financial Modeling Asset Allocation Student Financial Aid Financial Planners Coaching Income Tax Planning Strategies College Funding Planning Budgeting Investment Strategies Wealth 401k Iras Wealth Accumulation Securities Fixed Annuities Wealth Management Services Strategic Planning Sales Team Building Leadership Customer Service Business Development Public Speaking

Ed Nelson, Chfc Education Details

Frequently Asked Questions about Ed Nelson, Chfc

What company does Ed Nelson, Chfc work for?

Ed Nelson, Chfc works for Clear Trace Financial

What is Ed Nelson, Chfc's role at the current company?

Ed Nelson, Chfc's current role is Fee-Only Financial Planner and Advisor.

What is Ed Nelson, Chfc's email address?

Ed Nelson, Chfc's email address is en****@****ers.com

What is Ed Nelson, Chfc's direct phone number?

Ed Nelson, Chfc's direct phone number is +150283*****

What schools did Ed Nelson, Chfc attend?

Ed Nelson, Chfc attended Bellarmine University, The American College Of Financial Services, American Production And Inventory Control Society, The American College Of Financial Services.

What are some of Ed Nelson, Chfc's interests?

Ed Nelson, Chfc has interest in Tax, Children, Estate, Economic Empowerment, Technology, Cycling, Photography, Science And Technology, Human Rights, Investment Planning.

What skills is Ed Nelson, Chfc known for?

Ed Nelson, Chfc has skills like Investments, Financial Advisory, Financial Planning, Insurance, Finance, Management, Investment Advisory, Retirement Planning, Retirement, Small Business, Personal Finance, Asset Management.

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