Brett Nelson, CFP® is a Partner Advisor with AdvicePeriod. With two decades of experience in wealth management, he has a proven track record of delivering customized solutions to his clients. Brett and his dedicated team primarily work with executives and business owners who are looking to be strategic in protecting and growing their assets. The forefront of Brett’s passion is to assist his clients and to also provide guidance in the management of both their parents’ and childrens’ financial paths in a tax efficient manner. Brett’s strong attention to detail, responsiveness, strategic and proactive financial advice enables his clients to take full enjoyment of the wealth their family has created.
Prior to joining AdvicePeriod, Brett was the Managing Director of Nelson Financial Partners. His primary responsibilities included running daily operations and managing client relationships. Brett joined AdvicePeriod to partner with a company that shares his vision in providing truly fiduciary and comprehensive planning advice with best in class technology.
Brett earned his Bachelor’s Degree in Mechanical Engineering from the University of Virginia in 1995. In addition, Brett earned his Master’s in Business Administration from Purdue University in 2000. Brett is a Certified Financial Planner™ (CFP®).
Brett and his family reside in the Metro Washington DC area on a small farm. Although free time is a rarity, he enjoys lifting weights and spending time with his wife and four children. They are a tightly-knit family who enjoys spending time outdoors with their two dogs, three horses and independent cat.