Hi, I’m Alan, Founder of Measured Money Maneuvers. My passion is to help military, veterans and military family members live their best and full rich lives. Coming from a modest background, I knew money was tight and it helped me quickly learn the value of a dollar. I got my first paper route at age 10 and was able to help support the family and earn my own things from a very young age. At eighteen, I was independent and living on my own, attending community college and working full-time to make ends meet, but was not sure what I wanted to do with my life, and knew I didn’t want to get shackled with a ton of student loan debt. That’s when I enlisted in the Navy with the goals to serve our country, learn valuable skills, hopefully figure out what I wanted to pursue in life, and get my college education paid for, or at least get the GI Bill to assist with college later. I was fortunate to earn a commissioning program and while I initially thought I’d transition out in 6-8 years, I went on to serve a career as a submarine officer. As a 25-year mustang officer, I understand and empathize with both the enlisted and officer communities.

As a young junior officer, I wanted to help my Sailors holistically – professionally, personally and of course, financially. Many young service members make poor early financial decisions that can take them years to recover from due to: 1) lack of financial literacy, 2) having their own paycheck for the first time in many cases and, 3) being the target of many unprincipled salespeople.

Initially, I would bring in outside personnel to “train” my departments on investing but realized 1) these outsiders were not very good 2) they didn’t really care about my people and 3) did not provide actionable steps for my team – it became apparent that I needed to know this subject material well enough to teach them myself. Through years of self-study and my own personal mistakes, I’d learned a great deal and started teaching my crew to help put them on the right path early, and hopefully avoid making the same mistakes I did.

I considered financial advising when I was transitioning to the private sector, but I didn’t like what I saw in too much of the industry. Too many high fee models serving only rich people to protect their assets, and still too many salespeople working on commission under a “suitability” standard vice being fiduciaries who must act in clients’ best interests.

I continue teaching personal finance and investing along with career transition assistance to transitioning military, military spouses, veterans and high-tech engineers as a CERTIFIED FINANCIAL PLANNER™ Professional, but realized that I could truly help more people by launching my own fee-only, fiduciary registered investment advisor (RIA) firm, Measured Money Maneuvers LLC

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Alan Nelson, CFP®, MBA, ChFC®, MQFP®
Measured Money Manuevers LLC
Solana Beach, CA 92075
858-432-9440
www.MeasuredMoneyManeuvers.com