Tags Certified Private Wealth Advisor

Tag: Certified Private Wealth Advisor

Fernando S. Ereneta, CFP, and CEO of Legacy Wealth Advisors, again named to the Forbes Best-in-State Wealth Advisor List for 2024

eNewsChannels NEWS: -- 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.

Financial Advisor Frank Wynne Receives Certified Private Wealth Advisor Designation

eNewsChannels NEWS: -- 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.