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 License #
310219
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Advisor License #
6539603
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
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