Josh Nelson, Cfp® Email & Phone Number

What's your dream for the company?I want us to be the trusted advisor that guides and inspires our clients to reach their ultimate financial potential.What are three words people use to describe you? Trustworthy, diligent, determinedWhen you are not working, what do you care about most? My family, faith, and friends.What's your financial journey? Inspired. I am the founder and CEO of Keystone Financial Services, responsible for the overall direction and growth of the firm. My business mission is to create unexpected value for our clients by building high-trust relationships and delivering an outstanding financial planning experience.Prior to Keystone, I was a financial advisor with Addison Avenue, a credit-union based firm that provided wealth management and financial education services to workers at technology companies. Josh continues to work with employees and retirees of technology companies.I am a CERTIFIED FINANCIAL PLANNER™ and earned my Master’s degree in personal financial planning. The CFP® mark is the gold standard for financial planners and advisors. I am also an Accredited Wealth Management Advisor, Accredited Asset Management Specialist, and earned the Master Planner Advanced Studies designation.Because of my deep knowledge and experience, I am a sought-after source among regional and national media outlets. My insights have been featured at CNBC, Investor’s Business Daily, USA Today, U.S. News & World Report, The Street, Yahoo! Finance, InvestmentNews, and Denver’s NBC affiliate 9News.

Listed skills include Cinematography, Final Cut Pro, Camera Operating, Videography, and 75 others.