CONNECT

Address:

674 Via de la Valle, Suite 116
Solana Beach, CA 92075

Phone:

(858) 457-0606

Certified Private Wealth Advisor®

Selecting the right wealth manager can be a challenge.

In today's complex financial world, you deserve to work with a wealth professional who holds the Certified Private Wealth Advisor® certification.

The CPWA® professional is armed with the knowledge and skills necessary to guide sophisticated, high-net-worth clients through the life cycle of wealth: accumulation, preservation, and distributions.

High-net-worth individuals have unique needs that can't be properly addressed by an advisor with a basic financial planning background. The Certified Private Wealth Advisor® (CPWA®) certification program is an advanced credential created specifically for wealth managers who work with these clients. Candidates who earn the certification learn to identify and analyze challenges high-net-worth individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals