Certified Private Wealth Advisor

Certified Private Wealth Advisor

Santa Barbara Certified Private Wealth Advisor

The Certified Private Wealth Advisor® (CPWA®) certification is an advanced designation established for wealth advisors who work with high-net-worth clients, concentrating on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who receive 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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