George McCuen, CFP®, CPWA® of Napa Wealth Management recently earned the Certified Private Wealth Advisor® designation. CPWA® is a prestigious designation administered by the Investments & Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business. CPWA® is an advanced education and certification program for financial advisors who work with high-net-worth clients on the life-cycle of wealth: accumulation, preservation, and distribution.
As of 2018 there were fewer than 1,500 CPWA® designees worldwide. The CPWA® designation signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for the professional designation, which is centered on private wealth management topics and strategies for high-net-worth clients. This designation puts George in an elite group of advisors better able to serve high net worth individuals and families via in-depth, high-level planning and holistic wealth management.
Napa Wealth Management has been serving affluent clients since 1997 as their personal chief financial officer using a five-step wealth management process developed over the past 20 years. In addition, Napa Wealth Management is the portfolio manager for the Five Star Morningstar® rated James Alpha Momentum Fund, formerly the NWM Momentum Fund.