Brett Nelson, CFP®

Brett Nelson, CFP® is a Partner Advisor with AdvicePeriod. A proactive problem solver with two decades of experience in wealth management, he leverages his engineering and business background with his personal experience of how finances can impact families to effectively help clients build, protect, enjoy and transfer their wealth.

Brett and his dedicated team primarily work with business owners and executives who want to be strategic in protecting and growing their assets but lack the time to manage their wealth effectively. He is equally passionate about helping clients raise financially responsible children. He believes his strong attention to detail, responsiveness and thoughtful, proactive financial advice enables his clients to fully enjoy the wealth they have 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 earned his bachelor’s degree in mechanical engineering from the University of Virginia and an MBA from Purdue University. He is a CERTIFIED FINANCIAL PLANNER™ professional.

Brett and his family live on a farm near the Washington, D.C., metro area. Although free time is a rarity, he enjoys martial arts, exercise and spending time with his wife and four children. They are a tightly knit family who enjoys the outdoors with their two dogs, four horses and independent barn cat.

Ready to learn more?

Let's be in touch