Partner and advisor, Mike Eklund, 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. Mike has worked at Financial Symmetry since 2012 and is responsible for new/existing client relationships and developing the firm’s investment strategy.
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 awards CPWA certification. Visit www.investmentsandwealth.org for more information.
As a CPWA professional, Mike has taken the time, expense, and commitment to advance his wealth management knowledge, including specific tax and estate planning strategies, so that he can better serve Financial Symmetry clients. He has invested in executive education at a graduate level, instructed by ivy-league quality instructors, who have guided his education in both theory and practical application.
What does all this mean to you? It means that we are able to perform a holistic, deep-dive analysis of your situation to make sure that you receive the specialized expertise and skills necessary for the high-net-worth client. And because continuing education is a requirement of the CPWA certification program, Mike will stay abreast of the latest trends, strategies, and laws so that he can serve you with the most sophisticated wealth management knowledge possible.
For more information, we urge you to review the CPWA Client Brochure, which outlines what the CPWA certification is and what it takes to earn the certification, including the four “E’s”: education, ethics, experience, exam.