Form CRS & Brochures
Twitter Linkedin Youtube Instagram
Client Access
Client Login

Our Team

Josh Nelson, CFP®, MPAS®, AWMA®, AAMS®

970-744-5408

What’s your dream for the company?

I want us to be the trusted advisor that guides and inspires our clients to reach their ultimate financial potential.

What are three words people use to describe you? 

Trustworthy, diligent, determined

When you are not working, what do you care about most? 

My family, faith, and friends.

What’s your financial journey?

Inspired. Josh Nelson is the founder and CEO of Keystone Financial Services, responsible for the overall direction and growth of the firm. His business mission is to create massive value for our clients by building high-trust relationships and delivering an outstanding financial planning experience.

With over 20 years of experience as a financial advisor, Josh has been in over 10,000 client meetings and has led countless seminars and webinars on wealth building and financial planning topics. Prior to Keystone, Josh was a financial advisor with Addison Avenue, a credit union-based firm that provided wealth management and financial education services to workers at technology companies. Josh continues to work with employees and retirees of technology companies.

Josh is a CERTIFIED FINANCIAL PLANNER™ professional and has earned his master’s degree in personal financial planning. The CFP® mark is the gold standard for financial planners and advisors. Josh is also an Accredited Wealth Management Advisor, Accredited Asset Management Specialist, and has earned the Master Planner Advanced Studies designation.

Because of his deep knowledge and experience, Josh is a sought-after source among regional and national media outlets. His insights have been featured at CNBC, Investor’s Business Daily, USA Today, U.S. News & World Report, The Street, Yahoo! Finance, InvestmentNews, and Denver’s NBC affiliate 9News. Josh is also the host of The Wiser Financial Advisor Podcast (www.wiserfinancialadvisor.com ), which has thousands of downloads.

Contact Josh Nelson, CFP®, MPAS®, AWMA®, AAMS®

This field is for validation purposes and should be left unchanged.

Subscribe here to receive webinar invitations, market commentaries, and more:

Twitter Linkedin Youtube Instagram

Keystone Financial Services is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Keystone Financial Services and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Keystone Financial Services unless a client service agreement is in place.

The Certified Financial Planner (CFP®) designation is a voluntary certification that is recognized in the United States and a number of other countries for its (1) high standard of professional education, (2) stringent code of conduct and standards of practice, and (3) ethical requirements that govern professional engagements with clients.
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:

  • Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). The CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
  • Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
  • Complete a minimum of three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
  • Agree to be bound by the CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for the CFP® professionals.

Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:

  • Complete thirty hours of continuing education hours every two years, including two hours related to the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
  • Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, LLC.
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Headquarters

Arizona Office

Who We Are

What We Do

News & Events

Information

  • Built with Oechsli
Main Menu
Client Login
Wealth Management System
Schwab Alliance
Fidelity