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Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)® Email & Phone Number
Director, Planning Services
at
Focus Partners Wealth
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Director, Planning Services
Location
United States
Company size
Who is Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)®? Overview
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Quick answer
Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)® is listed as Director, Planning Services at Focus Partners Wealth, a with 1218 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)®.
Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)® previously worked as Buckingham Advisor Resources (BAR) Manager at Buckingham Wealth Partners and Director of Advisor Education I Lead Instructional DesigNerd at Kitces.Com. Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)® holds Mba, Finance from Franklin University.
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Email format at Focus Partners Wealth
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Focus Partners Wealth
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Profile bio
About Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)®
BAM Advisor Services, founded in 1997, became part of Buckingham Wealth Partners on November 30,2018. Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and BuckinghamStrategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered InvestmentAdvisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive,values-based financial planning and an investment approach built on evidence and facts. For advisors,we offer Buckingham Strategic Partners, a comprehensive wealth management platform that deliverspractice support and management services engineered to free up an advisor’s workday so they canspend more time helping clients achieve their dreams of financial prosperity. What I post here is myopinion, not the opinion of my employer.
Current workplace
Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)®'s current company
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Focus Partners Wealth
8 roles · 22 years
Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)® work experience
A career timeline built from the work history available for this profile.
Director, Planning Services
Buckingham Advisor Resources (Bar) Manager
Director Of Advisor Education I Lead Instructional Designerd
Aug 2019 - Oct 2022
Founder & Ceo
Performance Ownership Edge
Jan 2018 - Jul 2019
National Training, Performance & Strategic Development Director
2014 - 2017
~3 yrs
Regional Manager
2011 - 2014
~3 yrs
Senior/Retirement Plan Counselor
2005 - 2011
~6 yrs
2 education records
Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)® education
Mba, Finance
Bachelor'S, English/Anthropology
FAQ
Frequently asked questions about Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)®
Quick answers generated from the profile data available on this page.
What company does Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)® work for?
Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)® works for Focus Partners Wealth.
What is Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)®'s role at Focus Partners Wealth?
Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)® is listed as Director, Planning Services at Focus Partners Wealth.
Where is Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)® based?
Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)® is based in United States while working with Focus Partners Wealth.
What companies has Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)® worked for?
Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)® has worked for Focus Partners Wealth, Buckingham Wealth Partners, Kitces.Com, Performance Ownership Edge, and Empower Retirement.
How can I contact Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)®?
You can use AeroLeads to view verified contact signals for Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)® at Focus Partners Wealth, including work email, phone, and LinkedIn data when available.
What schools did Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)® attend?
Matthew Nelson, Mba, Cfp®, Cptd (Formerly Cplp)® holds Mba, Finance from Franklin University.
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