David Bromelkamp, long-time NAPFA member, founder of Allodium Investment Consultants, and author of "AdvisorSmart for the Individual Investor", graciously invited me to write the foreword for his book. This insightful guide advocates for individual investors to seek Fee-Only Fiduciary advisors and cautions against the marketing tactics and biased advice of…...
An Accredited Wealth Management Advisor™ (AWMA™) is a financial professional specializing in addressing the complex financial needs of high-net-worth clients. This designation signifies expertise in areas such as investment strategies, tax planning, estate planning, and retirement planning, ensuring that clients receive comprehensive and tailored financial advice. What Is an Accredited Wealth Management Advisor™ (AWMA™)? The…
A Certified Exit Planning Advisor® (CEPA®) is a professional trained to guide business owners through the complex process of exiting their businesses. This involves strategic planning to maximize the company’s value, ensuring personal financial readiness, and aligning the owner’s personal goals with the transition strategy. The CEPA® designation, established by the Exit Planning Institute (EPI)…
The Certified Private Wealth Advisor® (CPWA®) certification is a prestigious credential tailored for financial professionals who serve high-net-worth (HNW) clients. This designation equips advisors with advanced skills to address the complex financial needs of affluent individuals, focusing on wealth accumulation, preservation, and distribution. What Is a Certified Private Wealth Advisor® (CPWA®)? A CPWA® is a…
A Chartered Advisor in Philanthropy® (CAP®) is a professional designation conferred by The American College of Financial Services. This credential equips advisors with specialized knowledge in charitable planning, enabling them to assist clients in integrating philanthropy into their financial and estate plans. CAP® designees are adept at helping individuals and families achieve their philanthropic goals…
An Accredited Estate Planner® (AEP®) is a professional designation awarded by the National Association of Estate Planners & Councils (NAEPC) to individuals who meet stringent requirements in education, experience, and ethical standards. This designation signifies a commitment to the team approach in estate planning, ensuring comprehensive and collaborative strategies for clients. Understanding the Accredited Estate…
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