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Stephen Nelson

Advisor Details

Financial Advisor in Vista, California

Personal Bio

Hi, I’m Stephen, and I help people retire confidently. Our philosophy is centered around creating a retirement plan that you understand, saving you money on taxes, and utilizing low-cost passive (index) investments. We operate off a flat-fee structure so your investments compound for you – not against you.

Firm Name

Birchwood Capital

Firm Bio

Birchwood Capital is a North County San Diego Financial Planner. We help people retire confidently by providing Investment Management, Tax Planning, and Retirement Planning services. We understand how it feels to have lots of questions about your retirement. Our philosophy is centered around creating a retirement plan that you understand, saving you money on taxes, and utilizing low-cost passive (index) investments. We operate off a flat-fee structure so your investments compound for you – not against you.

Advisor Type

RIA - Stephen Nelson

Firm SEC/CRD #

310219

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Advisor SEC/CRD #

6539603

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Are you a Fiduciary?

No

Do you receive any commissions or fees based upon financial products that you provide to your clients?

Yes

Disclaimer

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Contact:

2424 Verano Way
Vista, California 92081

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