Willow Creek Financial

Brett Nussen is a CFP® professional with 10 years of experience in financial advising. He currently works at Willow Creek Financial and has previously held roles at Northwestern Mutual Wealth Management Company and other firms. Outside of advising, he was involved with FTS Promotions from 2015 to 2017. Willow Creek Financial serves individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm is noted for sponsoring its own wrap fee program and its use of advanced investment techniques such as derivatives and margin in separately managed accounts.

Francisco Lopez is a CFA® charterholder with over 15 years of experience in the financial industry. He has worked at Willow Creek Financial since 2025 and previously held roles at System 2 Advisors and Quotient Investors. Lopez is based in San Diego, CA. Willow Creek Financial provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities. The firm offers discretionary portfolio management primarily through its sponsored wrap fee programs, alongside financial planning and retirement plan consulting, and incorporates active strategies including derivatives and margin within separately managed accounts when suitable.

Orin Green is a CFP® with 27 years of experience in the financial services industry. He is currently with Willow Creek Financial, a team-based firm in San Diego, CA, and previously worked at Ameriprise Financial Services, Inc. and Ids Life Insurance Company. He has led his own firm, Orin Green Financial, LLC, since 2016. Willow Creek Financial provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities. The firm emphasizes individualized portfolio construction with a focus on asset allocation, fixed-income management, and long-term holdings, and is notable for sponsoring its own wrap fee program and disclosing the use of derivatives and margin in separately managed accounts.

Corrine Fields is a financial advisor at Willow Creek Financial with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Orin Green Financial, LLC and Ameriprise Financial Services Inc. Willow Creek Financial serves individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities, offering discretionary portfolio management primarily through its sponsored wrap fee programs. The firm focuses on individualized portfolios with an emphasis on asset allocation, fixed-income management, and long-term holdings, and is notable for sponsoring its own wrap program and disclosing the use of derivatives and margin in separately managed accounts.

Dean Kernus is a financial advisor with Willow Creek Financial in San Diego, CA, holding the CFP® and PFS™ designations and with 17 years of industry experience. He has previously worked at Orin Green Financial, Ameriprise Financial Services, and Gupta Wealth Management. Kernus is involved with the American Institute of CPAs, contributing as a question developer for the Uniform CPA Exam and Personal Financial Specialist Exam, as well as participating in related development activities. Willow Creek Financial provides investment advisory services to individuals, high-net-worth clients, and institutional entities. The firm emphasizes individualized portfolio construction, asset allocation, and fixed-income management, offering discretionary portfolio management primarily through its sponsored wrap fee programs.