Val Nelson, CPA, CFP®

Val Nelson, CPA, CFP®
Phone: 
(503) 704-0351
E-mail: 
valn@wfinadv.com

Val is a Financial Advisor providing advisory services and investment solutions to residents of Oregon, Idaho and Washington.   In addition to being a CPA and CFP, she has an Executive Certificate in Financial Planning, holds the Series 7 and 66 registrations and is a licensed in Life and Health Insurance.  She brings over 20 years finance and accounting management, and business consulting experience to her advisory practice.  Val is committed to improving client’s financial well-being through developing individualized solutions and providing guidance and education in the areas of cash management, asset accumulation, retirement planning, and risk protection.  She provides advisory services to individuals, couples, families and small businesses.

Val is a northwest native and has lived in the Portland area since 1987.   She has two sons, and two grandsons.  Val enjoys hiking, traveling, and spending time with family.  

Financial Planning, Investment Advisory, and Wealth Management Services offered through Willamette Financial Advisors, LLC, an independent Registered Investment Advisor with the United States Securities and Exchange Commission (SEC).  This registration does not constitute an endorsement of Willamette Financial Advisors by the SEC, nor does it indicate that the Advisor has attained a particular skill or ability. • 5335 SW Meadows Road, Suite 240, Lake Oswego, OR 97035 • (503) 747-0306.

 

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