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Nick Stahl

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Nick Stahl is a retirement account and income specialist and founder of Blue Stone Retirement, an asset and retirement protection company. Nick has over 10 years of experience in financial services and was ranked in the Top 10 Agents in the nation by Agent Review for 2016 and 2017 and ranked as the #2 agent in 2017 with Family First Life, one of the largest independent insurance and annuity companies in the country. Additionally, Nick is one of only a handful of people to have been awarded both Dale Carnegie’s Highest Award of Achievement and Sales Champion Award. Nick also works as an instructor for the American Financial Education Alliance, a non-profit organization that teaches financial education classes and is the host of Retirement & Income Radio, a weekly educational show teaching people about safe money retirement and income strategies. Respecting the need for his own continuing education, he is currently working on his Master of Science in Financial Services. Nick’s primary focus is helping people protect their retirement accounts, maximize their income, and upgrade their IRA and ROTH accounts. He also works with pre and post retired clients helping them with 401K rollovers and other retirement account options. Nick is one of three nationally certified Social Security benefits advisors in the State of Oregon. This allows him to help his clients maximize their social security income and insure they are receiving all benefits they are eligible for. Nick also handles multiple lines of insurance showing clients how to utilize tax-free insurance strategies to protect their families and assets. Nick values integrity and excellence in business, honesty and sincerity in people. Nick lives in Bend, Oregon with his wife Rilley and dog River. National Producer Number: 16843026 Licensed States: OR, WA, CA, NV, AZ, HI, CO, MI, NH, NJ, GA, FL, TX

Professional Experiences

Languages

Groups / Clubs

Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

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