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Qualifications

Certified Private Wealth Advisor® (CPWA®) is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million.

For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.


CERTIFIED FINANCIAL PLANNER™ (CFP®) designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning strategies. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.


Chartered Retirement Planning Counselor ( CRPC)-The CRPC program is developed with a focus on client-centered problem solving. Applicants gain in-depth knowledge of individuals' needs both before and after retirement.

Over 15 Years of Experience as a Financial Advisor

FINRA Series 66 Securities License FINRA Series 7 Securities License

Life/Health Insurance Licensed

Certified Private Wealth Advisor® (CPWA®) professional

I am a Certified Private Wealth Advisor® (CPWA®) professional.  The CPWA certification is an advanced professional education and certification program for advisors who serve high-net-worth clients.
 
Recently, the standards and education organization that oversees my certification changed their name, from the Investment Management Consultants Association® (IMCA®) to the Investments & Wealth Institute®. 
 
Please review this brochure for an outline of what the CPWA certification is and what it takes to earn certification, including the four “E’s”: education, ethics, experience, exam. 


What I would like to highlight to you is the Continued Competency aspect of my CPWA certification and my professional practice in general.  Not only do I fulfill forty hours of continuing education credit hours necessary for my CPWA certification, but I also maintain (fill in additional certifications, designations, insurance, and/or securities licenses etc which may require even more education hours). 
  
I welcome any questions you may have about my professional certifications like CPWA.  If you would like to learn more about the international organization behind the certification, visit the website of the Investments & Wealth Institute www.investmentandwealth.org  or for investor resources,  www.investmenthelp.org.

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