Exciting News – Earning the CPWA® Designation!

I am thrilled to share some exciting news with you all!  After countless hours of studying and navigating through stacks of material, I am proud to announce that I have earned the Certified Private Wealth Advisor® (CPWA®) designation. This premier certification is administered by the Investment & Wealth Institute and taught in conjunction with the Kellogg School of Management at Northwestern University.  Achieving this designation was no easy feat, but it represents a significant milestone in my career and a testament to my dedication to providing the highest level of expertise to my clients.

 What is the CPWA® Designation?

 The Certified Private Wealth Advisor® (CPWA®) designation is a professional certification for financial advisors who specialize in high-net-worth clients. The CPWA® program is designed to provide advanced knowledge and skills in sophisticated wealth management strategies. It covers a wide range of topics, including in-depth tax planning, advanced retirement & investment planning, estate planning, charitable giving planning, business succession planning, and behavioral finance to name a few. The program is rigorous and requires a deep commitment to learning and professional development. It is recognized as one of the premier credentials in the wealth management industry, ensuring that advisors are equipped to handle the complex needs of affluent clients.

 How This Benefits My Clients

Earning the CPWA® designation enables me to offer an even higher level of service and expertise to my clients.  With this advanced training, I can provide more comprehensive and tailored wealth management strategies that address the unique challenges and opportunities faced by high-net-worth individuals and families. From sophisticated tax planning and efficient estate planning to strategic investment management and retirement planning, my goal is to help my clients achieve their financial goals with confidence and peace of mind.  This designation reaffirms my commitment to delivering exceptional value and personalized advice to each client, ensuring that their wealth is managed effectively and strategically.

Let's Go!