Erin Nelsen Cfp®

Erin Nelsen Cfp® Email and Phone Number

Partner at Asset Planning, Inc. @ Asset Planning, Inc.
cypress, california, united states
Erin Nelsen Cfp®'s Location
Cypress, California, United States, United States
Erin Nelsen Cfp®'s Contact Details

Erin Nelsen Cfp® work email

Erin Nelsen Cfp® personal email

n/a
About Erin Nelsen Cfp®

Erin Nelsen Cfp® is a Partner at Asset Planning, Inc. at Asset Planning, Inc.. They possess expertise in investments, finance, strategic financial planning, retirement planning, wealth management and 2 more skills.

Erin Nelsen Cfp®'s Current Company Details
Asset Planning, Inc.

Asset Planning, Inc.

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Partner at Asset Planning, Inc.
cypress, california, united states
Website:
assetplanninginc.com
Employees:
7
Erin Nelsen Cfp® Work Experience Details
  • Asset Planning, Inc.
    Certified Financial Planner™
    Asset Planning, Inc. Apr 2007 - Present
    Cypress, Ca
    Erin Nelsen, CFP®, is a CERTIFIED FINANCIAL PLANNER™ & Registered Investment Advisor Representative. Erin has expertise in various financial planning areas such as investments, taxes, estate divisions, divorce planning, public and private pension options, social security, real estate, insurance analysis, and many other complex financial issues that arise. She also oversees a portion of the assets under management. Erin has been with Asset Planning since 2007. An Orange County native, Erin earned her Bachelor of Arts in Business Administration with a concentration in Finance from Cal State Fullerton. Erin completed the Personal Financial Program at CSUF. Erin is an active member of the Orange County Financial Planning Association and has been a volunteer teacher of personal finance to elementary kids through the community outreach program Junior Achievement.
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Erin Nelsen Cfp® Skills

Investments Finance Strategic Financial Planning Retirement Planning Wealth Management Analysis Divorce Planning

Erin Nelsen Cfp® Education Details

Frequently Asked Questions about Erin Nelsen Cfp®

What company does Erin Nelsen Cfp® work for?

Erin Nelsen Cfp® works for Asset Planning, Inc.

What is Erin Nelsen Cfp®'s role at the current company?

Erin Nelsen Cfp®'s current role is Partner at Asset Planning, Inc..

What is Erin Nelsen Cfp®'s email address?

Erin Nelsen Cfp®'s email address is er****@****inc.com

What schools did Erin Nelsen Cfp® attend?

Erin Nelsen Cfp® attended California State University-Fullerton.

What skills is Erin Nelsen Cfp® known for?

Erin Nelsen Cfp® has skills like Investments, Finance, Strategic Financial Planning, Retirement Planning, Wealth Management, Analysis, Divorce Planning.

Who are Erin Nelsen Cfp®'s colleagues?

Erin Nelsen Cfp®'s colleagues are Tiarra Johnson Mpa,afc®, Emiko Yabuki, Melani List, Fpqp.

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