Tag: Certified Private Wealth Advisor
Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the seventh year in a row – in Illinois
WARRENVILLE, Ill., April 5, 2024 (SEND2PRESS NEWSWIRE) -- 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 of Edward Jones Receives Certified Private Wealth Advisor® Designation
COLORADO SPRINGS, Colo., Oct. 27, 2023 (SEND2PRESS NEWSWIRE) -- 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.
