Adam Dawson, CFP®

Adam Dawson, CFP®

COO | Principal

Adam Dawson has been providing personalized investment management, retirement planning, and insurance planning services to successful small business owners, executives, professionals, and retirees since 2000. He is the author of Timeless Principles of Financial Security and frequently appears as a guest speaker at local schools and community events.

Adam is committed to furthering financial education in the community. He serves on the Investment Committee for the Las Vegas Metro Chamber of Commerce and the Education Committee for Junior Achievement of Southern Nevada. He also serves on the local board of the Alliance of Merger & Acquisition Advisors, and on the board of Zion’s Youth Symphony and Chorus, a faith-based performing group comprised of hundreds of accomplished teen musicians.

Adam holds a Bachelor’s Degree from Brigham Young University and the 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 two Shorkies (Shih Tzu/Yorkie mix), who are always his most enthusiastic greeters when he arrives home from work each day.