cpwa designation

Jordan’s New CPWA Designation

At EdgeRock, we’re very committed to getting better.

Sometimes it’s taking golf lessons or salsa classes on the weekends, but most of the time? Our team is pushing hard to stay current in the world of finance and improve our skills on behalf of our clients. That’s why we’re glad to have Jordan around.

Last week he completed his CPWA certification, which is sure to come in handy as he continues to engage with our clients and make sure their Summit Plan meets their ongoing needs. What is a CPWA certification?


What is a CPWA certification?

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. Unlike credentials that focus specifically on investing or financial planning, the CPWA® certification program takes a holistic and multidisciplinary approach.

How does an advisor get a CPWA designation?

Before obtaining a CPWA designation, a financial advisor must have three requirements:

  1. One of the following certifications or licenses: CIMA®, RMA®, CFA®, CFP®, ChFC®, or a CPA license.
  2. Five years of experience in financial services at the time of certification.
  3. Successfully complete a comprehensive background check.

Not only did Jordan pass with flying colors, but he recently had a baby while studying for this certification—now that’s a hard worker!

What does this mean for clients at EdgeRock?

By getting this designation, Jordan has studied and proved his understanding of the entire wealth lifecycle—accumulation, preservation, and distribution. Now he’s able to manage more sophisticated sets of issues that other advisors may not see in typical investment planning.  Jordan will now be able to further develop strategies that align with our full holistic financial planning; minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. by learning the process of wealth, Jordan can better understand, empathize, and help current clients and their retirement goals.

We’re ready to help you answer any and all questions you have about your accounts. Annual strategy meetings will ensure you’re on the right track to a secure retirement with our team to back you up.

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