Many people find it difficult to accomplish their financial goals, largely because they fall prey to widespread money myths that dramatically impede their progress. Discover the truth about investing, insurance, budgeting, debt management, and retirement that can help you find lasting peace and prosperity in an uncertain world.
In this class, Adam Dawson will share what he has learned over the past 16 years through rigorous study of this subject and careful observation of what has worked best (and what has caused painful problems) for hundreds of people he has served throughout his career as a CERTIFIED FINANCIAL PLANNER™ professional.
Adam Dawson, CFP® has been providing personalized investment management, retirement planning, and insurance planning services for successful individuals and families 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. In these classes, he exposes the common myths of investing and other financial pitfalls that often result in devastating consequences and add unnecessary stress to people’s lives.
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. He is COO and Principal of Capstone Capital, an independently owned SEC registered investment advisor based in Henderson, Nevada.
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.