Adam Dawson, Cfp® Email and Phone Number
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Successful business owners who are getting burned out often worry whether they can afford to work less or sell their company in order to find greater fulfillment without sacrificing their lifestyle. At Capstone Capital Wealth Advisors, Adam Dawson, CFP®, provides a three-step financial planning process called Success to Fulfillment to help them enjoy a more fulfilling life of prosperity and purpose.Adam's goal is to help business owners with the following:1. Discover What Fulfills Them: Gain a deeper awareness of what matters most to them and how to focus more on that.2. Feel Confident About Their Goals: Develop a clear plan so they can stop worrying whether they'll have enough money to pursue their passion.3. Stop Waiting for "Tomorrow": Feel the joy of doing more of what they love and making a bigger difference now.For more than two decades, Adam has helped hundreds of people simplify their life and enhance their peace of mind through sound financial guidance and a disciplined approach to investing. He loves teaching how to maximize gains and minimize losses because he learned the pains of not having enough money as a child in a broken home. Adam is the author of "Chasing Chances: How Smart People Lose Money Investing" and "Timeless Principles of Financial Security." He 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.Adam is a graduate of Leadership Las Vegas and serves on the Investment Committee for Junior Achievement of Southern Nevada, which teaches financial literacy and career readiness to children and teenagers. He also serves on the local steering committee for the Alliance of Merger & Acquisition Advisors and as chairman of the board for Zion’s Youth Symphony and Chorus, a large faith-based group that performs at the Smith Center twice a year.
Capstone Capital Wealth Advisors
View- Website:
- capstonecap.com
- Employees:
- 8
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Ceo, Wealth AdvisorCapstone Capital Wealth Advisors Jan 2022 - PresentHenderson, Nevada, United StatesCapital Capstone Wealth Advisors is an independent Registered Investment Advisor based in Henderson, Nevada, helping business owners throughout the U.S. stop worrying whether they have enough time and money to enjoy life and make a difference.As their guide, we work with business owners to help:1. Identify and accomplish their most important life goals with a step-by-step process and specific timelines.2. Reduce the time and hassle of managing their wealth by delegating their investment management and financial planning to us.3. Decide how their business fits into their life plan so they can determine whether to keep it or sell it.4. Fill in any service gaps by introducing them to qualified professionals to help take over the duties they don’t enjoy.The end result? We are here to help business owners enjoy greater fulfillment as they focus most of their time and energy on what they do best and enjoy most, improving their happiness and impact for good.
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Coo, Wealth AdvisorCapstone Capital Wealth Advisors May 2016 - Jan 2022Henderson, Nv
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Financial AdvisorWealth Strategies Group Dec 2008 - May 2016 -
Financial AdvisorLpl Financial Services Apr 2007 - Dec 2008 -
Financial AdvisorWealth Strategies Group Sep 2004 - Apr 2007
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Financial AdvisorSecurities Management & Research Sep 2001 - Sep 2004
Adam Dawson, Cfp® Skills
Adam Dawson, Cfp® Education Details
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Brigham Young UniversityBachelor'S Degree
Frequently Asked Questions about Adam Dawson, Cfp®
What company does Adam Dawson, Cfp® work for?
Adam Dawson, Cfp® works for Capstone Capital Wealth Advisors
What is Adam Dawson, Cfp®'s role at the current company?
Adam Dawson, Cfp®'s current role is Wealth Management for Business Owners Who Want to Pursue Their Passion.
What is Adam Dawson, Cfp®'s email address?
Adam Dawson, Cfp®'s email address is ad****@****tah.com
What is Adam Dawson, Cfp®'s direct phone number?
Adam Dawson, Cfp®'s direct phone number is (702) 433*****
What schools did Adam Dawson, Cfp® attend?
Adam Dawson, Cfp® attended Brigham Young University.
What are some of Adam Dawson, Cfp®'s interests?
Adam Dawson, Cfp® has interest in Basketball, Playing The Piano, Writing Music, Hiking, Biking, Cycling, Running, Singing.
What skills is Adam Dawson, Cfp® known for?
Adam Dawson, Cfp® has skills like Retirement Planning, Life Insurance, Securities, Disability Insurance, Personal Finance, Financial Planning, Financial Services, Investments, Investment Management, Retirement, Insurance, Finance.
Who are Adam Dawson, Cfp®'s colleagues?
Adam Dawson, Cfp®'s colleagues are Adam Cress, Kirti Kumar, Caitlin M..
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