Dec 21, 2016 Ben Rickey obtained the CPWA
Benjamin J. Rickey, CIMA, CFP recently obtained the Certified Private Wealth Advisor designation, which is the only advanced designation designed for financial advisors who work with high-net-worth clients on the life cycle of wealth.
The CPWA marks identify those individuals who have met the experience requirements and have successfully completed coursework in advanced wealth management strategies and applied concepts. CPWA designation holders learn sophisticated estate, tax and investment strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
Ben completed his coursework in September with a week at The University of Chicago Booth School of Business. We are firm believers in ongoing education to ensure we are constantly learning how to better manage your investments. Congratulations Ben!
Leonard Rickey Investment Advisors, PLLC (“LRIA”), is an SEC registered investment adviser located in the State of Washington. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of LRIA, please contact LRIA or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).
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Market Update: February 2023