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Your Dedicated Fiduciary
  • about us
    • our team
    • our RIA
    • careers
  • services
  • insights
    • news
    • blog
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Certified Private Wealth Advisor® Designation

Certified Private Wealth Advisor® Designation

by Vance Barse | Oct 9, 2021 | blog, Certified Private Wealth Advisor®, Financial Planning

Vance Barse, CPWA®, AIF® obtained the Certified Private Wealth Advisor® certification through the University of Chicago Booth School of Business. The CPWA® designation focuses on specialized estate, tax, risk management, and financial planning strategies for...

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Disclaimer: Vance Barse is an investment advisor representative with and offers advisory services through Commonwealth Financial Network®, a registered investment adviser.

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