Essex Financial Services Advisor Achieves Advanced Wealth Management Designation

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David F. LaMay, CFP®,CPWA®, Financial Advisor at Essex Financial Services in Essex, CT, recently earned the Certified Private Wealth Advisor® designation. The CPWA® designation, delivered by Investment Management Consultants Association® (IMCA®), is the only advanced designation designed for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth.

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Mr. LaMay, a CERTIFIED FINANCIAL PLANNER™, has worked in the Financial Services industry for 25 years and specializes in investment management, financial planning and long term care planning for individual, corporate and not-for-profit clients.

The CPWA® marks identify those individuals who have met the experience requirements, have successfully completed coursework in advanced wealth management strategies and applied concepts at The University of Chicago Booth School of Business, and have passed a comprehensive examination covering the following areas: advanced tax planning, asset protection, executive compensation plans, stock options, tax-efficient portfolios, business planning, retirement planning, charitable planning, and estate planning. CPWA® licensees must also agree to meet ongoing continuing education requirements, uphold IMCA’s Code of Professional Responsibility, and adhere to the Rules and Guidelines for the use of the Marks.

IMCA® was established in 1985 to set the standards and practices for the investment management consulting profession and provide investment consultants with the credentials and tools required to best serve their clients. IMCA serves more than 8,600 members. For more information about IMCA® or the CPWA® designation, visit http://www.IMCA.org.

IMCA® and INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION® are registered trademarks of Investment Management Consultants Association Inc. CPWA®, and CERTIFIED PRIVATE WEALTH ADVISOR® are registered certification marks of Investment Management Consultants Association Inc. Investment Management Consultants Association Inc. does not discriminate in educational opportunities or practices on the basis of race, color, religion, gender, national origin, age, disability, or any other characteristic protected by law.

About Essex Financial Services:
Essex Financial Services is one of the leading independent financial advisory firms in the United States. Cited by Barron’s and other leading publications, the firm’s unbiased, independent, client-centric approach has made it a leader in providing exceptional service to clients for over three decades. For more information on Essex Financial Services please go to: http://www.essexfinancialservices.com

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Janel Noblin
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