Certified Private Wealth Advisor®

In your search for a financial advisor, you might be wondering what the difference is between advisors and what all the initials at the end of their names mean. If you are interested, here is a handy reference to most of the financial service industry designations compiled by FINRA, a licensing and regulatory body. As you can see, there are many designations and many differences in the education and experience needed to obtain each one.

What makes Phil different? He is 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.

As a CPWA professional, Phil has taken the time, expense, and commitment to advance his wealth management knowledge, including specific tax and estate planning strategies, so that he can better serve clients. He has invested in executive education at a graduate level, instructed by ivy-league quality instructors, who have guided his education in both theory and practical application.

What does it all mean to you? Phil is able to identify and analyze the unique challenges you may face and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. Phil is an advocate for staying abreast of the latest trends, strategies, and laws.

You may review this information CPWA Client Brochure, which outlines what the CPWA certification is and what it takes to earn the certification, including the four “E’s”: education, ethics, experience, exam.

Phil welcomes any questions you may have about his professional CPWA certification. If you would like more information about the international organization behind the certification, visit the website of the Investments & Wealth Institute www.investmentsandwealth.org or for investor resources, www.investmenthelp.org.

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