Point Loma Advisors

About

 

Brad Nelson, CFP®, P.E. - President and Founder

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Brad spent the first part of his career as an engineer.  To achieve financial independence, he thought like an engineer and researched how investing and financial planning works.  He found that quite a bit of what's accepted as 'common knowledge' was really incorrect or misleading memes espoused by a wide variety of self-interested parties.  After searching diligently, he identified multiple sources of independent evidence-based research on how to plan and invest.  Now retired from engineering, he enjoys helping other engineers and other professionals who are capable of filtering out noise to understanding the lessons from independent research.  Point Loma Advisors is a fee-only, fiduciary investment advisor required by law to put clients' interests first.

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Brad is a CERTIFIED FINANCIAL PLANNER ™ professional and has a B.S. in Mechanical Engineering, a M.S. in Electrical Engineering and has worked in the government, military and private sector.  He served in the military as submariner and retired as a Captain in the Navy Reserve.

 

After spending most of his adult life in the Washington, DC metro area, Brad achieved financial independence, pulled up stakes and moved to San Diego to live the dream of year-round great weather and the laid back lifestyle of Southern California. 

 

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When he's not helping clients, he spends time with his wife Heather on personal fitness, sailing and old cars.