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About Intermountain Professional Education
IProEd is a financial consulting firm that focuses on providing continuing education courses to financial advisors, CPA's and financial planners. We specialize in helping professionals stay up-to-date with the latest industry regulations and advancements to better serve their clients.
Our Expertise
At IProEd, our team of experienced financial consultants have a wide range of backgrounds in finance, accounting and wealth management. We hold various certifications and continually strive to broaden our knowledge to provide the best and most up to date education to our fellow professionals.
Our areas of specialization include financial planning, investment management, and tax planning.
Who We Help
We provide specialized services designed for financial advisors, CPA's, and financial planners seeking to elevate their expertise within the realm of finance. Our offerings are customized to accommodate professionals at various career stages, spanning from newcomers to seasoned veterans in the field.
How We Do It
We offer a variety of continuing education courses and training programs that are designed to meet the specific needs of our clients. Our courses are taught by industry experts and cover topics such as risk management, portfolio management, and tax planning. We also offer one-on-one consulting services to help professionals tailor their approach to their unique client base.
The Iproed Advantage
By partnering with Iproed, you can be confident that you are receiving the most up-to-date and relevant education and consulting services available. Our team of experts is dedicated to helping you stay ahead of the curve in an ever-evolving industry, and we are committed to providing personalized service and support every step of the way.
Meet the Team
Max Coulliette
CFP, CLU, ChFC, CRPS
With over four decades of valuable industry experience, Max is a seasoned expert. He is also the proprietor of Intermountain Professional Education, a provider of licensed continuing education catered to CPAs, insurance producers, and a wide spectrum of financial professionals. Furthermore, Max holds the pivotal roles of President and Managing Principal at a holistic financial services firm, dedicated to empowering clients in optimizing their wealth, securing their retirement, and ensuring financial protection.
Nick Paleveda
JD MBA LL.M
"With more than 38 years of legal practice under his belt, Mr. Paleveda holds a prestigious license to practice law before the United States Supreme Court. He also serves as an Adjunct Professor for the Graduate Tax Program at Northeastern University in Boston, where he imparts his extensive knowledge, and has previously held the position of Adjunct Professor of Law at Campbell University
T. Brad Coil
MBA, CRPS
Brad holds both an MBA and a degree in Managerial and Financial Economics from the esteemed Marriott School of Business at Brigham Young University. With an impressive career spanning over 37 years in the financial sector, Brad has honed his expertise, specializing in assisting business owners and executives