Join us in congratulation Ashley Folkes, CFP®, CPWA®, CRPC®, RICP®, CEPA Bridgeworth Director of Growth Strategies, who has earned the Certified Private Wealth Advisor® (CPWA®) certification. The CPWA® is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth and clients. According to the Investment & Wealth Institute, Ashley is one out of only 26 advisors in Alabama who hold the CPWA® certification.
To earn the certification, CPWA® professionals must meet a five-year experience requirement, 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. CPWA® professionals must meet ongoing continuing education requirements and adhere to the Institute’s Code of Professional Responsibility to maintain certification. Visit The Investment & Wealth Institute website for more information.
Ashley’s financial planning specialty involves managing a wealth lifecycle – accumulation, preservation, and distribution. The ability to analyze the unique challenges high-net-worth individuals face and develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
You can discover Ashley’s frequent contributions to the financial industry in numerous publications such as CNBC, Barron’s, Forbes, Morningstar, Bloomberg, ThinkAdvisor, Market Watch, Investment News, Wall Street Journal, and Reuters. Click on the links below to read some of his most recent additions.
What Birmingham financial leaders can expect from interest rate hikes – Birmingham Business Journal
What’s the Most Important Retirement Goal? Your Happiness – TheStreet.com
Why it’s so important to diversify investments – Growacorns.com (tied to CNBC)
7 Financial Moves to Make in Your 50s – aarp.com