Iron Mountain Financial
PO Box 76750
Colorado Springs, CO 80970
Phone: (719) 623-7433
Fax: (719) 452-3920
Hours of Operation8:00 to 4:00 Monday - Friday
Outside of business hours by appointment
Nick Naseman, RICP®, CFEd®Let me introduce myself. My name is Nick Naseman and I am the Founder and President of Iron Mountain Financial. I started in the financial advisory business during one of the worst times to be a financial advisor, in the spring of 2008. I started out working for a large, national firm, but quickly realized the position was a focused too much on sales for me. I wanted to spend time helping people without worrying about always making a sale.
After leaving the national level firm for a local investment firm, I continued to research and learn as much as possible about doing what’s best for my clients. I was always on the lookout for what would help clients attain that ever elusive peace of mind with their investments. After five years with the local firm, I decided to become my own boss and establish Iron Mountain Financial. I decided to center my business on harmonizing investors with their investment philosophy and providing low volatility strategies to meet long term investment objectives.
I am a Retirement Income Certified Professional®. I help people design and implement retirement income plans to make the most of their nest egg. My focus is on developing a sustainable income so investors can enjoy retirement without worrying about how to maintain their lifestyle. As part of my continuous learning, I realized investors also need to be continuously educated. I became a “CFEd®”, a Certified Financial Educator, focusing on financial education for adults. This designation was earned from The Heartland Institute for Financial Education, a national Non-Profit Organization accredited by 13 universities across the nation.