Passed my CPWA® Certification exam!

I'm happy to report after many months of study I've passed my Certified Private Wealth Advisor® exam and am now a CPWA® professional. The Certified Private Wealth Advisor^® (CPWA^®) certification is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA^® certification program takes a holistic and multidisciplinary approach.