Advisory Board
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®” and “Certified Private Wealth AdvisorSM.” Use CPWA® and/or Certified Private Wealth AdvisorSM signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors. Certified Financial Planner Board of Standards, Inc. (“CFP Board”) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with flame design) logo in the United States (these marks are collectively referred to as the “CFP® marks”). The CFP Board authorizes use of the CFP® marks by individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.