Nick Naseman – Financial Advisor, Educator & Financial Literacy Advocate
Personal Notes
My passion for helping others achieve financial freedom comes from a very personal experience. After my father retired, he was confined in a nursing facility for several years before his death. I watched as my parent’s life savings went to pay medical bills, as they had no long term medical planning. I entered into financial services too late to help. I vowed I would learn everything I could to prevent other families going through a similar experience. It’s my personal crusade to help as many families as I can to plan and prepare for a successful retirement experience.
Bio
Nick Naseman is the founder of Iron Mountain Financial, an independent Registered Investment Advisor in Colorado, and an NFEC Certified Financial Education Instructor. He focuses on developing low-volatility retirement income strategies to help investors maintain their lifestyle throughout retirement and preparing them for the unique risks retirement brings. Nick is an instructor at Pikes Peak Community College, teaching adult financial literacy courses. He also speaks at the Colorado Springs Successful Aging Expo and fills the room to capacity and consistently obtains high reviews.
Nick is a member of the NFEC’s Personal Finance Speakers Association, a Certified Financial Education Instructor, a Certified Financial Educator, and a Retirement Income Certified Professional and has been featured in the Wall Street Journal’s Colorado Premier Financial Advisors. He was honored to write the forward to Roccy DeFrancesco’s book, Peace of Mind Planning, and enjoys being a guest on local radio and television.
Nick’s service goes back further than just providing financial advice. He served over 20 years in the US Air Force, with positions in Intelligence, Counter-intelligence, and Criminal Investigations. Some of his duties included: instructing allied air forces on electronic warfare, leading a counterintelligence collection team in Baghdad, Iraq, and leading teams in conducting criminal, counterintelligence, counterterrorism, and fraud investigations.
Along with his wife, two children, and two dogs, Nick lives in Colorado Springs, Colorado. Besides maintaining a financial advisory firm and teaching, Nick enjoys physical fitness and has become somewhat of a connoisseur of B-rated movies.
Educator Training & Certification by the NFEC
The NFEC’s eLearning platform and Learning Management System