05/01/2026
Excited to share that I passed the CPWA® (Certified Private Wealth Advisor) certification exam earlier today — preliminary results pending final confirmation from the Investments & Wealth Institute.
The CPWA® designation is designed for financial advisors working with high-net-worth clients, focusing on advanced wealth management strategies including tax planning, estate planning, risk management, and portfolio optimization.
This has been a significant commitment, and undertaking. Looking forward to putting this knowledge to work for the families I serve.
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