Adam Dawson, CFP®

Adam Dawson, CFP®

COO | Principal

Adam Dawson, CFP® has been providing personalized investment management, retirement planning, and insurance planning services for successful people and businesses since 2000. He loves helping people make good decisions with their money because he knows how hard life can be without it.

Due to difficult circumstances during his childhood, his family often didn’t have enough to meet even their most basic needs. Therefore, he has dedicated his career to teaching sound financial principles in hopes that he can help others avoid the pain and fear resulting from poor financial choices.

Adam is the author of Timeless Principles of Financial Security, a compelling book that explores how people can find lasting peace and prosperity in an uncertain world. He frequently appears as a guest speaker at community, school, and church events. He also serves on the board of the Alliance of Merger & Acquisition Advisors, Nevada/Utah chapter.

Adam holds a Bachelor’s Degree from Brigham Young University and the distinguished CERTIFIED FINANCIAL PLANNER™ certification, which requires rigorous training in every area of personal finance, including investment management, retirement planning, insurance planning, tax planning, and estate planning. He also holds licenses for fee-based investment management, life insurance, and disability insurance.

Aside from his passion for personal finance, Adam is an accomplished singer, pianist, and composer. He especially loves performing with his wife Andrea, who is a talented cellist. He and Andrea also enjoy cycling and running together, and occasionally compete in triathlons (which Adam would do more frequently if they would allow him to swim with a life jacket). He resides in Henderson, Nevada, with his wife, four children, and Yorkie, who is always his most enthusiastic greeter when he arrives home from work each day.