Bollin Wealth Management LLC is pleased to announce that Phil Bollin recently earned the Certified Private Wealth Advisor® (CPWA®) designation. The CPWA® designation is the premier advanced certification designed for planners working with high net worth clients in all phases of their financial lives.
The CPWA® program delivers a comprehensive educational curriculum on advanced wealth management strategies including:
· Estate planning and wealth transfer strategies,
· Tax-efficient investing and tax optimization,
· Charitable gifting strategies,
· Planning for closely held business owners,
· Executive compensation planning strategies,
· Risk management and asset protection.
What does this new certification mean for clients of Bollin Wealth Management?
The CPWA® program augments the broad knowledge base earned with the Certified Financial Planner® designation, and provides the advanced
expertise necessary for deeper exploration into critical areas of wealth planning including sophisticated tax optimization techniques, advanced
wealth transfer strategies, and managing family dynamics for legacy planning. Combined, the two certifications blend to form a holistic,
multidisciplinary approach to navigating the interconnected challenges and opportunities in all areas of our clients’ financial lives.
To learn more about the CPWA® certification and Bollin Wealth Management’s engineering-based approach to managing out clients’ wealth please visit our website at: www.bollinwealth.com or call our office at 419-878-3934.