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Andy McNamara, CFP®, and Erik Nelson, CFP®, Earn the Certified Private Wealth Advisor® (CPWA®) Certification

By on April 7, 2021
Categories: D&Y UPDATES
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San Diego:  Dowling & Yahnke Wealth Advisors, currently managing over $5 billion of assets for more than 1,300 clients, is proud to announce that Andy McNamara, CFP®, and Erik Nelson, CFP®, recently 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 clients. The CPWA® certification education program was conducted in partnership with The University of Chicago Booth School of Business.

To earn certification issued by the Investments & Wealth Institute®, CPWA® professionals must meet a five-year experience requirement, successfully complete coursework in advanced wealth management strategies, and pass a comprehensive examination covering eleven 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.

“Dowling & Yahnke Wealth Advisors is committed to investing in our people – our talented team is our greatest asset,” said Greg Richardson, Principal. “Andy and Erik’s completion of the CPWA® program illustrates dedication to their craft and elevates our client experience. We are proud to recognize Andy and Erik for their significant achievement.”

Andy McNamara, Financial Planner, proudly creates a partnership with his clients to help them build, guide, and execute their financial plans. Prior to joining Dowling & Yahnke, he spent six years as an advisor and financial planner in San Diego. Andy completed his degree from the University of California, San Diego (UCSD) with a Bachelor of Arts in Economics.

Erik Nelson, Financial Planner, designs customized, personal financial plans for his clients. He has served in financial planning and advisory roles over the last seven years. Erik has a Master of Science in Business Administration (MsBA) in Financial & Tax Planning from San Diego State University.

About Dowling & Yahnke Wealth Advisors

Since 1991, Dowling & Yahnke Wealth Advisors has offered time-tested, objective financial planning advice and investment management services designed for the financial health of its clients. Located in San Diego, California, the Firm provides independent, transparent, and world-class financial advice to primarily individuals, families, and nonprofit organizations. Dowling & Yahnke Wealth Advisors is one of the largest independent wealth advisory firms in San Diego as measured by discretionary assets under management.

 

Disclosure:  INVESTMENTS & WEALTH INSTITUTE® is a registered mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CPWA®, and CERTIFIED PRIVATE WEALTH ADVISOR® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute.

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