06/18/2026
It's official! I’m excited to share that I’ve successfully passed the Certified Private Wealth Advisor® (CPWA®) exam and earned the credential! 🎉
This journey has deepened my expertise in serving high-net-worth clients with sophisticated wealth strategies, and I’m grateful for the opportunity to continue growing in this field. Thank you to everyone who supported me along the way!
Thrilled to be putting this knowledge to work for my clients.