Phil Clark, CFP®, CPWA®, Director at KROST in Pasadena, California, recently earned the Certified Private Wealth Advisor® certification, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. Phil has worked at KROST since 2018 and is responsible for Financial Planning for business owners, Hollywood professionals, executives, and affluent families with a mission to create opportunities and add value to his clients’ lives.

When asked about his new certification, Phil Clark, CFP®, CPWA®, remarked,

“I am very happy and excited to have gone through the Wealth Management, Theory and Practice curriculum through Yale University as preparation for sitting and passing the CPWA certification and start practicing as a CPWA Manager. CPWA advisors are specially trained to handle the unique needs of high net worth clients, and I am proud to hold the marks.”

To earn certification, CPWA professionals must meet a five-year experience requirement, successfully complete coursework in advanced wealth management strategies, and pass a comprehensive examination covering 11 core topics, including applied behavioral finance, charitable giving, estate planning, and wealth transfer. To maintain certification, CPWA professionals must meet ongoing continuing education requirements and adhere to the Institute’s Code of Professional Responsibility. Investment & Wealth Institute (Institute) awards CPWA certification. Visit www.investmentsandwealth.org for more information.

The Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through our events, continuing education courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®) and Retirement Management Advisor® (RMA®)—we deliver rigorous, highly practical education.

INVESTMENTS & WEALTH INSTITUTE® is a registered mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CIMA®, CERTIFIED INVESTMENT MANAGEMENT ANALYST®, CIMC®, CPWA®, and CERTIFIED PRIVATE WEALTH ADVISOR® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. RMA®and RETIREMENT MANAGEMENT ADVISOR®are marks owned by Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute.

Leave a Reply

Your email address will not be published.