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Stephen J. Barrett earns CPWA® Certification

by Chad Hassinger on Apr 19, 2018


By Chad E. Hassinger, CFP®
Chief Executive Officer

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.