Nick Dawson CFP®, CIMA®
Owner & President
I started New Perspective Wealth Management with a desire to help others by simplifying a complex topic, and help people make sense of investing. My goal is to help clients achieve financial independence by taking a long term, disciplined approach to investing. I have put a lot of time into my personal growth and education, as I believe it benefits our clients. As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), it is my fiduciary duty to put my client’s interest first. The CFP® certification has provided me a roadmap to help my clients across all areas of their financial well-being. As a Certified Investment Management Analyst® (CIMA®), I have a thorough understanding of investment management, portfolio theory, behavioral finance, and portfolio construction.
I was born in Kansas City, MO and received my Bachelor of Science degree in Finance from William Jewell College in Liberty, Missouri while playing baseball. Post-graduation I worked for two industry-leading investment management firms for nearly 15 years.
I currently live with my wife and dog in St. Petersburg, Florida where I am living my dream of the mild-weather winter months, and year-round fishing. We enjoy welcoming our Midwest family and friends who are looking for an opportunity to escape the cold winters and visit us and the beautiful beaches.
My Areas Of Focus
- Investment Planning
- Educational Fund Planning
- Risk Management
- Retirement Planning Strategies
- Retirement Income Strategies
- Tax Planning Strategies
- Small Business Plans
- Wealth Preservation Strategies
- CERTIFIED FINANCIAL PLANNER™ professional
- Certified Investment Management Analyst®