Jeffrey Nielson is a CFP® with 28 years of experience in financial advisory services. He is the principal of Avenues Wealth, LLC, an independent firm he has led since 2017. Prior to founding Avenues Wealth, he worked at Commonwealth Financial Network from 2015 to 2018. In addition to his advisory work, Nielson is a licensed insurance agent and occasionally offers insurance products to clients. He also serves as a trustee for the Izoro Property Trust, managing lease agreements and associated duties for a land holding in Texas. Avenues Wealth is a fee-only registered investment adviser serving around 60 clients and managing approximately $81.5 million in assets. The firm offers portfolio management, financial planning, retirement-plan advisory, and consulting services, utilizing diversified asset allocation strategies and discretionary management. It also provides advisory services to charitable organizations and acts as a 3(38) fiduciary for institutional retirement plans.