05/14/2026
I am pleased to announce that I recently obtained the Sports & Entertainment Accredited Wealth Management Advisor™ professional designation.
As an SE-AWMA® designee, I have gained the comprehensive knowledge and tools to expertly handle the complex wealth management needs of sports and entertainment professionals. The professional designation is administered by the College for Financial Planning®—a Kaplan Company.
Wealth Management Advice from a Professional Held to Rigorous Standards:
Managing a person’s total financial situation encompasses myriad choices and strategies to serve a variety of needs to accomplish a multitude of goals. Professionals in sports and entertainment face even more complexities in their financial lives and goals. It is important to turn to a professional who is educated to address their specialized situations.
Through earning the SE-AWMA® credential, I have achieved:
● Specialized knowledge about unique financial planning needs and tax, retirement, and estate implications to help sports and entertainment clients protect, grow, and transfer their wealth.
● The skills to analyze and evaluate different planning strategies, including qualitative planning, trusts, investments, employee and retirement benefits, cash flow and tax planning, business planning, and estate planning.
Designees are bound by the College for Financial Planning’s Standards of Professional Conduct and ongoing competency and ethics requirements to continue to use the designation. I am committed to serving clients to the best of my ability and staying current through ongoing continuing education.
Individuals who hold the SE-AWMA® designation have completed a course of study encompassing qualitative planning, trusts, investments, cash flow, budgeting, tax planning, business planning, estate planning, employee and retirement benefits for high-net-worth sports and entertainment clients. Additi...