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.investmentandwealth.org or for investor resources, www.investmenthelp.org.
In this month’s recap: Stocks notched a solid gain, fueled by a succession of positive economic reports and a strong start to the first-quarter earnings season. Presented by Philip Clark, CFP®, CPWA®, May 2021 U.S. Markets A succession of robust economic reports and a healthy start to the corporate earnings season helped spark an April rally … Read More
Many times, I sit down and write these letters with a clear understanding of what items I want to cover because they are newsworthy or something remarkable has happened. This is not one of those times. Compared to last year at this time, this letter would be about as boring as they get. No massive … Read More
In this month’s recap: Stocks posted solid gains due to improving economic conditions and widening vaccination programs. However, tech and high-growth stocks played a limited role in the rally. Presented by Philip Clark, CFP®, CPWA®, April 2021 U.S. Markets Improved economic conditions and broadened vaccine programs ignited a broad stock market rally, though rising treasury yields … Read More