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    Mrs. Erin M. Nelsen, CFP®

    Contact

    Asset Planning, Inc.
    http://www.AssetPlanninginc.com

    10833 Valley View St Ste 470
    Cypress, CA 90630-5062
    View on Map (714) 827-5794

    Erin Nelsen, CFP® is a fee-only fiducary Financial Advisor that manages portfolios & conducts hourly financial planning for Asset Planning. Erin holds the CERTIFIED FINANCIAL PLANNER ™ & Registered Investment Advisor Representative professional designations. Erin has expertise in various financial planning areas such as investments, taxes, estate divisions, public and private pension options, Social Security, real estate, insurance analysis, recent widow planning, and many other complex financial issues that arise. Erin has been with Asset Planning since April 2007. Erin is thankful to have found her perfect forever firm. Asset Planning holds a high standard of care for both its clients and staff, and everyone is truly valued as family.

    Year CFP® Certification Received: 2012

    Compensation Method: Fee Only
    Minimum Investable Assets: None Provided
    Languages: English
    Specialties: Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Life Transitions, Retirement Income Management, Tax Planning, Wealth Management

    Typical Client Profile

    Average Net Worth: $1,000,001 - $5,000,000
    Average Income: $100,001 - $250,000
    Average Age: Generation Y, Generation X, Baby Boomers
    Profession: Not Applicable

    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No
    Additional Regulatory Information: Learn More - FINRA's BrokerCheck & SEC's Investment Adviser Public Disclosure

    You may find additional information about this individual through FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure databases, which are free tools that may be used to conduct additional research on the background and experience of CFP® professionals and those who held the CFP® certification at one time, including with respect to employment history, regulatory actions, and investment-related licensing information, arbitrations, and complaints.

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