Barry Nelson
Principal, Wealth Advisor, and Certified Financial Planner™ professional
- Role
- Wealth Advisor at Capital Financial Planners
- Location
- Salem, OR, US
- LinkedIn followers
- 500 followers
About Barry Nelson
As a Wealth Advisor and Certified Financial Planner™ professional, I develop custom…
Experience
Wealth Advisor
Jun 2001 — Present
As an owner of this independent fee-only firm, I maintain a firm wide focus on providing personalized solutions and counsel wherever life and finances intersect. We specialize in retirement & estate planning, asset management, sudden wealth management (inheritance or settlement), and trustee advisory services.
Education
Willamette University
BM, Music Education, minor in Mathematics
1995 — 1999
Skills
- Tax Planning
- Estate Planning
- Simplification and Consolidation of Assets
- Retirement Income Planning
- Inheritance
- Wealth Management
- Financial Planning
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