HACKENSACK, N.J. (PRWEB) February 24, 2018
Beacon Wealth Management, an independent, fee-based wealth management firm serving the New Jersey and New York tri-state area, today announced Christopher Cacchiola, CPWA®, CIMA®, CRPC®, Partner, Managing Director of Wealth Management at Beacon Wealth Management, recently earned the Certified Private Wealth Advisor® certification. The advanced professional certification is reserved for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients.
“The financial planning needs of our clients are increasingly sophisticated,” said the firm’s CEO Mark Germain, CFP®, MBA, ADPA®. “The addition of the CPWA designation further demonstrates Christopher’s commitment for helping people navigate the complex life cycle of wealth.”
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:
- Tax Strategies and Planning
- Risk Management and Asset Protection
- Estate Planning and Wealth Transfer
- Family Dynamics
To maintain certification, CPWA® professionals must meet ongoing continuing education requirements and adhere to the Institute’s Code of Professional Responsibility.
About Beacon Wealth Management
Beacon Wealth Management, LLC is an independent, fee-based Registered Investment Advisor (RIA) firm based in Hackensack, New Jersey. The firm offers investment management and financial planning to entrepreneurs and the medical community. For more information please visit https://bwmllc.com or follow Beacon on Facebook, LinkedIn, Twitter and Instagram.
About Investments & Wealth Institute
The Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Visit http://www.investmentsandwealth.org for more information.