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.