News Topic Certified Private Wealth Advisor

News Topic: Certified Private Wealth Advisor

News: Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List...

Mortgage and Finance News: (WARRENVILLE, Ill.) Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list for 2024! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.

News: Financial Advisor Frank Wynne of Edward Jones Receives Certified Private Wealth Advisor® Designation

Mortgage and Finance News: (COLORADO SPRINGS, Colo.) Financial Advisor Frank Wynne in Colorado Springs, Colorado has achieved the Certified Private Wealth Advisor®, or CPWA®, designation through the Investments & Wealth Institute®. Coursework was provided by the Yale School of Management.