November 5, 2018 – Paul M. Fox, CPWA®, Managing Director at Harbor Investment Advisory, LLC in Lutherville, MD recently earned the Certified Private Wealth Advisor® certification, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. Mr. Fox specializes in assisting clients with a truly customized and integrated set of solutions to optimize all aspects of their financial lives.
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 applied behavioral finance, charitable giving, estate planning, and wealth transfer. To maintain certification, CPWA professionals must meet ongoing continuing education requirements and adhere to the Institute’s Code of Professional Responsibility. Investment & Wealth Institute (Institute) awards CPWA certification. Visit www.investmentsandwealth.org for more information.
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.
President, Harbor Wealth Advisory, LLC