CERTIFIED FINANCIAL PLANNER™ , CEO/Founder
Josh Nelson is a CERTIFIED FINANCIAL PLANNER™ practitioner who has dedicated his professional career to taking the uncertainty out of retirement for his clients. The CFP® mark is earned by those who have met rigorous experience, education, and ethical requirements, and have passed the CFP® Certification Examination, a two-day, 10-hour exam covering financial planning, risk management, investments, income tax planning, retirement and employee benefits, and estate planning.
Josh has also earned a master’s degree in personal financial planning. He is truly dedicated to educating himself and keeping track of potential opportunities for clients.
Because of his deep knowledge and experience, Josh is a sought-after source among various regional and national media outlets. His insights have been featured in Dow Jones’ financial publications InvestmentNews and Viking Magazine. He also appears regularly on Denver’s 9News.
As a member of the Financial Planning Association (FPA) and the Foundation for Financial Planning, Josh regularly volunteers his time providing pro bono advice to those in need. These organizations also serve disaster victims, returning military personnel, and others in need of financial help and guidance during periods of crisis or significant transition in their lives.
Josh, resides in Loveland and has four wonderful children. He enjoys golfing, skiing, running, traveling, and has been seen at least once jumping out of a perfectly good airplane.