A Certified Private Wealth Advisor® (CPWA®) professional has advanced training focused on the complex financial needs of high‑net‑worth individuals and families. CPWA® education emphasizes advanced planning strategies often relevant to higher‑net‑worth situations, including tax planning, estate and legacy considerations, executive compensation, business ownership, and philanthropic planning.

  A CERTIFIED FINANCIAL PLANNER™ professional has met rigorous education, examination, experience, and ethical requirements designed to support comprehensive financial planning.  A CFP® professional is trained to look across all areas of a client’s financial life — including retirement planning, investments, tax considerations, estate planning, and risk management — to help ensure decisions are aligned and coordinated.