Byron Nelson, CFP®, CWS®
Sr. Private Wealth Advisor, Partner
Orange County, CA
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Services Offered
Byron Nelson is a senior private wealth advisor for the Private Wealth division and partner of Ronald Blue Trust and serves clients from his home office in the Dallas, Texas area.
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.
Byron earned his Certified Kingdom Advisor® (CKA®) designation from Kingdom Advisors®, an organization founded by Ron W. Blue, and is a Certified Wealth Strategist® (CWS®). He graduated from the 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 Lucas, a suburb of Dallas, TX. They have four children. In his spare time, he enjoys spending time with the family, watching his children’s sporting events, golfing, and largemouth bass fishing.
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We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.