ANDREW

The Certified Private Wealth Advisor® (CPWA®) certification, offered by the Investments & Wealth Institute™, certifies wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Unlike credentials that focus specifically on investing or financial planning, the CPWA® program takes a holistic and multidisciplinary approach to address the sophisticated needs of clients with a minimum net worth of $5 million. CPWA® certified professionals are able to identify and analyze the unique 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. The CPWA® certification program offers a challenging educational program focused on advanced wealth management topics, including: applied behavioral finance, charitable and estate planning, planning for closely held business owners, planning for..

Also known as: Andrew Safir

Primary location: Greenland United States