Byron Nelson is a Sr. Private Wealth Advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the office in Orange County, California.
As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Byron uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Byron and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Active in his community, Byron is a member of the Financial Planning Association of Orange County. In 2004, he became certified with Kingdom Advisors, an organization founded by Ronald W. Blue. He is a graduate of California State University of Fullerton, where he earned a B.A. in Business Administration with a concentration in Finance.
Byron and his wife, Dawn, reside in Fullerton, a suburb of Los Angeles, CA. They have four children.