Stephen J. Barrett earns CPWA® Certification
Chad E. Hassinger, CFP®
Chief Executive Officer
April 17, 2018
Stephen J. Barrett recently earned the Certified Private Wealth Advisor® Certification, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. Mr. Barrett is a partner at Strategic Financial Group, LLC and serves as Vice President of Wealth Management.
Stephen J. Barrett is an experienced investment advisor, focusing his practice on business leaders. Mr. Barrett has earned three other prestigious designations: Certified Financial Planner™, Accredited Wealth Management Advisor™, and Accredited Investment Fiduciary®. Mr. Barrett has been a recipient of several Five Star Wealth Manager Awards, the most recent in 2017.
To earn certification, CPWA professionals must meet a five-year experience requirement, successfully complete coursework in advanced wealth management strategies, and pass a comprehensive examination covering 11 core topics, including applied behavioral finance, charitable giving, estate planning, and wealth transfer. To maintain certification, CPWA professionals must meet ongoing continuing education requirements and adhere to the Institute's Code of Professional Responsibility. Investment & Wealth Institute (Institute) awards CPWA certification.
Unless otherwise expressly indicated, the opinions or views expressed in this article are the author's own and do not reflect, and may differ from, the opinions or views of Strategic Financial Group, LLC or others within Strategic Financial Group, LLC, including its officers, managers, owners, employees or other service providers.