Donnie Nielsen is a Senior Wealth Advisor who helps individuals, families, and business owners navigate the complex financial decisions that come with building, preserving, and transferring wealth. His approach is grounded in thoughtful planning, technical expertise, and long-term relationships, helping clients make informed decisions with a sense of confidence through every stage of life.
With nearly two decades of experience in wealth management, Donnie has advised high-net-worth families on a broad range of financial matters, including retirement planning, tax-efficient wealth strategies, estate planning coordination, charitable giving, executive compensation, business succession, and multi-generational wealth transfer. He believes the best advice comes from understanding each client’s unique goals and serving as a trusted resource who helps bring together every aspect of their financial life.
Prior to joining Bluespring Wealth, Donnie served as a Portfolio Manager and Wealth Strategist for a bank trust company, where he worked closely with affluent families, business owners, trustees, and charitable organizations. That experience gave him a deep appreciation for the complexities of managing significant wealth while reinforcing that successful outcomes are driven by comprehensive planning—not investment decisions alone.
Donnie is a CFA® charterholder, CERTIFIED FINANCIAL PLANNER® professional, and Certified Exit Planning Advisor (CEPA®). He earned his Bachelor of Science in Business Administration with an emphasis in Finance from California State University, East Bay.
Outside of the office, Donnie enjoys spending time with his wife and two children, reading about finance and economics, following the markets, and exploring new coffee roasts. He is passionate about lifelong learning and is committed to helping clients make confident financial decisions that support the lives they want to live.