Media Coverage

Named Best Accountants in Winter Park
Nelson Financial Planning was identified as one of the Best Accountants in Winter Park according to expertise.com . For more information, read more here.

Nelson Financial Planning – Listed as Best Financial Planners on Best of Central Florida

Central Florida’s financial superheroes are hitting the small screen! Nelson Financial Planners listed as one of the top 3 financial planners in Central Florida on Best of Central Florida with Justin Clark and Makaila Nichols.

Best of Winter Park finalist for Best Financial Planner

Nelson Financial Planning was a finalist for the Best of Winter Park award for Best Financial Planner.

“Dollars & Sense” Podcast named to list of Top 25 Financial Podcasts

Dollars & Sense – Nelson Financial Planning podcast was selected as one of the Top 25 Financial Planning Podcasts on the web and called one of the podcasts “You must follow in 2020” according to Feedspot. For more information, visit our feature on the Feedspot’s Top 25 Financial Planning Podcast article.

Ivanhoe News Interview with Chet on Social Media Influencers Giving Financial Advice

In a recent interview for Invanhoe News, financial planner Chet Cowart highlighted the growing trend of individuals turning to social media for financial advice instead of seeking professional guidance in the article Finfluencers: Good Advice or Social Media Misinformation. The allure of financial influencers, or “Finfluencers,” is particularly strong among young people, with 25 percent of 18-to-24-year-olds using social media as their go-to source for money-saving tips and investment strategies. However, Chet emphasized the importance of being cautious about where this advice is coming from, as not all sources on social media have the expertise or credibility necessary to provide sound financial guidance.

Ivanhoe News Interviews Kristin on Tax Strategies for 2024

We are excited to announce that Kristin Castello, a financial expert with extensive experience in tax planning, was recently interviewed for an insightful article by Ivanhoe Broadcast News. In this article, titled “Tax Talk: Strategies for Filing in 2024,” Kristin shares her expertise on essential tax strategies and provides valuable advice to help individuals navigate the complexities of tax filing for the upcoming year. Her contributions offer readers practical tips and a deeper understanding of how to optimize their financial planning in 2024.

AdvisoryHQ names Nelson Financial Planning to its 2021-2022 Ranking of Top Advisors

AdvisoryHQ names Nelson Financial Planning to its 2021-2022 Ranking of Top Financial Advisors in Orlando. In describing our firm, AdvisoryHQ comments that “with fee structure options, a fiduciary commitment, and expertise in the Florida retirement system, Nelson Financial Planning solidifies a 5-star rating as one of the top financial advisory firms in the Orlando area to consider partnering with this year.” Read more at AdvisoryHQ

GrowFL Announces 2018 Florida Companies to Watch Finalists
Nelson Financial Planning Among Second-Stage Businesses Competing to Earn Prestigious Honor

Nelson Financial Planning was among the first round of 2018 Florida Companies to Watch finalists recently announced by GrowFL. “We are truly humbled by this recognition and owe our success to the continued loyalty and support of our clients,” says Joel Garris, President and CEO of Nelson Financial Planning.

The awards event – now in its eighth year – honors 50 select second-stage companies from throughout the state for developing valuable products and services, creating quality jobs, enriching communities, and broadening new industries throughout Florida.

“We applaud these first-round finalists who have shown how they stand out in their regions as innovative business leaders, going to the next level to grow their companies. They are true rock stars,” says Dr. Tom O’Neal, GrowFL Executive Director.

The Finalists represent a unique group of scalable, high-growth enterprises that are already located within Florida. Developed by the Edward Lowe Foundation, Florida Companies To Watch is a distinguished awards program specifically designed to seek out second-stage businesses from a wide range of industries representing all areas of the state, not just those in major metropolitan areas. In addition to evaluating past growth and projected success, applicant companies are judged according to their special strengths and impact in their markets, communities and within the state – thus deeming them “worth watching.”

For more information, visit https://growfl.com/or #FLCTW

Orlando Business Journal’s 2024 Best Places to Work

Central Florida employers come in all sizes with a variety of company perks, but it’s the special workplaces that not only provide employees the tools they need to succeed, but also give them a sense of pride and belonging. That’s the soul behind Orlando Business Journal‘s 2024 Best Places to Work awards, an annual program recognizing the region’s companies that rate highest for employee satisfaction. Nelson Financial Planning has been listed as one of the 81 finalists for this award.