Al Nelson

Contact Information

Alan R. Nelson, CFP®, EA

Sterling Investment Management, Inc.

Alan Nelson is the Founder and President of Sterling Investment Management, Inc., a Fee-Only financial services firm offering personalized financial advice.  Our office is located in Beaverton, Oregon.  Sterling Investment Management, Inc. provides financial planning and investment counseling to individuals and families.

Alan Nelson is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment advisor who is committed to providing high quality, professional advice and superior customer service to all of his clients.  To earn the prestigious CFP designation, Mr. Nelson was required to complete an extensive course of study and be tested on his knowledge of tax planning, employee benefits, retirement planning, estate planning, investment management and insurance.  As an independent financial advisory firm, Sterling Investment management, Inc., is there to assist you in your achievement of long-term financial success.

As a Fee-Only financial planning firm, Sterling Investment Management, Inc.  is compensated solely by the client.  There are no third-party influences affecting the guidance provided.

Sterling Investment Management, Inc. is a Registered Investment Advisor firm in the State of Oregon. Prior to any advisory work conducted outside Oregon, Sterling Investment management, Inc. would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.

Investment Management
Financial Planning
Retirement Planning
Professional Designations
Enrolled Agent
Membership & Associations
National Association of Personal Financial Advisors (NAPFA)
Additional Info
Taking new clients
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