Brad Nelson, CFP®, P.E. - President and Founder
Brad is a CERTIFIED FINANCIAL PLANNER ™ professional and has a B.S. in Mechanical Engineering, a M.S. in Electrical Engineering and has worked in the government, military and private sector. He served in the military as submariner and retired as a Captain in the Navy Reserve.
After spending most of his adult life in the Washington, DC metro area, Brad achieved financial independence, pulled up stakes and moved to San Diego to live the dream of year-round great weather and the laid back lifestyle of Southern California.
