Meet Eric Nelson, CFP®, CEPA
Eric Nelson is the founder of Independence Wealth, an independent fiduciary registered investment adviser in Voorhees, New Jersey.
Biography
I have a Bachelor’s degree in Finance and Economics from Rutgers University and am married to my high school sweetheart, JoAnn. I enjoy traveling and spending time with my two children, Luke and Sloane, and our Goldendoodle, Finn.
Becoming a financial advisor helped me achieve two lifelong goals: helping others and pursuing a passion for personal finance. I proudly serve as a sounding board, educator, and expert advisor to my clients. Throughout the advisory process with my clients, I am involved in decisions about their career, business, and other personal matters. I am honored to do so, and never take my involvement in their lives for granted.
The biggest reward for me comes when I am able to see my clients meet their goals - helping their grandkids pay for college, maintaining their lifestyle during retirement, having the ability to travel, and more.
Credentials
- CFP® CERTIFIED FINANCIAL PLANNER™
- CEPA Certified Exit Planning Advisor
Areas of Focus
- Retirement planning
- Retirement income planning
- Tax planning for retirees
- Roth conversions
- Social Security claiming strategies
- Investment management
- Estate planning coordination
- Business exit planning
What Eric Stands For
Independence Wealth is built on three values: honesty, independence, education. Each one is described in full on Who We Are.
Work With Eric
Eric works directly with every client. Your finances are important and personal, and we want to learn more about you before we dive into the specifics of your financial situation.
Independence Wealth Advisory Services LLC is a registered investment adviser in the State of New Jersey. Registration does not imply a certain level of skill or training.