WHAT IS THE CPWA® CERTIFICATION? Certified Private Wealth Advisor® (CPWA®) certification is an advanced education and certification program for financial advisors who work with high-net-worth clients on the full life-cycle of wealth: accumulation, preservation, and distribution.
Megan earned her certification through Yale School of Management Executive Education in 2025. The CPWA® designation requires advisors to meet rigorous standards and is awarded by the Investments & Wealth Institute®. Areas of expertise include portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more.
To ensure the CPWA® certification stays aligned with the evolving needs of today’s high-net-worth families and investors, Investments & Wealth Institute conducts regular independent surveys of the financial advisory and wealth management professions. The program curriculum is then systematically updated, incorporating the latest findings on industry trends and innovations. Rigorous continuing education mandates ensure that all CPWA® certified advisors have up-to-date, cutting-edge knowledge and skills specific to the challenges and opportunities faced by high-net worth clients.
WHY WORK WITH A CPWA® PROFESSIONAL? When you work with a CPWA® advisor, you’re working with a professional committed to attaining and maintaining the most advanced wealth management knowledge and skills. They are qualified to guide you through the most complex issues, keeping your own best interests in mind, while maintaining the highest ethical standards.
