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*Source BLS

CERTIFIED FINANCIAL ADVISOR

The Story of Financial Education

About Us

National Faculty

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  • Craig Hampton CFP J.D. LL.M.
  • Nicholas Paleveda MBA J.D. LL.M.
  • Dr. Dan Worthington J.D. LL.M Ed.D
  • Dr. James Park J.D. PhD
  • Dr. Boris Abbey MBA J.D. PhD
  • Dr. Steven Maranville MBA PhD
  • Dr. JT Shim MBA PhD
  • Brian W. Gross CPA J.D. LL.M.
  • Brian Lamborne J.D. LL.M
  • Mark Galloway MSM MBA J.D. LL.M
  • George Cicotte J.D.
  • Jim Gulbrandsen J.D.
  • Suzanne Wynn J.D. LL.M
  • Blake Christian CPA MT
  • Terr Rhuston CPA MBA
  • Max Coulliette CFP CLU ChFC
  • John Wheeler CFP CLU ChFC 
  • Dale Lind MBA

First-Rate Courses

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  • If you are an insurance agent, securities broker or attorney who is looking to move into financial planning or a CPA who wants to engage in financial advice  to upgrade your practice-the Academy can open doors for you.-click on downloads to learn more!
  • Unique courses-
  • Life Insurance in Asset Protection
  • Hedge Funds and Cryptocurrency
  • Fully Insured Pension Plans and 401h
  • Opportunity Zone Tax Advantages
  • Conservation Easements
  • Employee Benefits
  • Estate Planning
  • Malta Pension Trust  

Our Mission

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  1. Our mission is to provide financial education and job opportunities at a reasonable cost. 
  2. NO B.A. or BS required-Receive your education, designation-and  license-and appointments. (licensing is conducted by testing at state and federal levels) appointments and job interview by financial institutions. 
  3. The students are NOT tested to death-but are given skills which can increase their income as a financial advisor.  
  4. Fee for classes $249.00
  5. Click on downloads below to register and to learn more! 

Events

September 15th 2019

Class begins

Classes begin After September 15th corporate tax filing

Online

+ Event Details

September 15th 2019

Class begins

Classes Begin

Classes begin After September 15th corporate tax filing

Online

May 17th 2020

11th National Conference

8:00 am - 4:00 pm

Hidden Valley Country Club-Salt Lake City Utah

+ Event Details

May 17th 2020

11th National Conference

Visit our facilities and see the work of our students.

8:00 am - 4:00 pm

Hidden Valley Country Club-Salt Lake City Utah

Fall 2019 Classes

Fall 2019

Asset Protection and Life Insurance Planning

Fully Insured Pension Plans

Contact Us

Registration is Free!

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Academy of Wealth Management

1225 E. Fort Union Blvd #350 Cottonwood Heights Utah 84047

(360) 305-0925-NICK@NATIONALPENSIONS.COM

Hours

Monday - Friday: 7:30am - 4:30pm

Saturday - Sunday: Closed