Certified Private Wealth Advisor® (CPWA®)

m1.pngCertified Private Wealth Advisor® (CPWA®) 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.


m2.pngFor more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial advisors. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.

CERTIFIED FINANCIAL PLANNER™ (CFP®) designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning strategies. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

Chartered Retirement Planning Counselor (CRPC)

m1.pngChartered Retirement Planning Counselor (CRPC)-The CRPC program is developed with a focus on client-centered problem solving. Applicants gain in-depth knowledge of individuals' needs both before and after retirement.

Over 15 Years of Experience as a Financial Advisor

FINRA Series 66 Securities License FINRA Series 7 Securities License

Life/Health and Long-term Care Insurance Licensed
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The Long Run to a Lasting Legacy

Retirement strategy is a long race. It's helpful to know the route. Our tools can help guide you on your path.