Nelson Capital Management
Business details
- Category
- Financial Services · Financial planner
- Address
- 545 Middlefield Rd #200, Menlo Park, CA 94025
- Phone
- (650) 322-4000
- Website
- nelsoncap.com
- County
- San Mateo County
Hours
- Monday: 7:30 AM–4:30 PM
- Tuesday: 7:30 AM–4:30 PM
- Wednesday: 7:30 AM–4:30 PM
- Thursday: 7:30 AM–4:30 PM
- Friday: 7:30 AM–4:30 PM
- Saturday: Closed
- Sunday: Closed
About
At Nelson Capital Management, we help families and individuals across Menlo Park and the Peninsula plan with confidence for the financial decisions that matter most. We are a financial planning firm serving clients throughout San Mateo County and the wider Bay Area.
Our work centers on building clear, personalized plans that bring together investments, savings and long-term goals. We take the time to understand where you are today and where you want to be, so every recommendation fits your life.
Whether you are preparing for retirement, managing your household finances or looking for steady guidance through changing markets, we are here to help.
Explore our services and learn more about how we work through our website.
Our work centers on building clear, personalized plans that bring together investments, savings and long-term goals. We take the time to understand where you are today and where you want to be, so every recommendation fits your life.
Whether you are preparing for retirement, managing your household finances or looking for steady guidance through changing markets, we are here to help.
Explore our services and learn more about how we work through our website.