Brian J. Horan Earns Advanced Wealth Management Certification — Certified Private Wealth Advisor®

April 21, 2021

Brian J. Horan, Relationship Manager at West Financial Services, Inc. in McLean, Virginia, recently earned the Certified Private Wealth Advisor® certification, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. Mr. Horan has worked at West Financial Services since 2017, and has been in the financial services industry for over 25 years, helping clients achieve their goals. 

To earn certification, CPWA professionals must meet a five-year experience requirement, successfully 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. 

To learn more about Mr. Horan, visit https://www.westfinancial.com/about-us/meet-our-team/brian-j-horan-cpwar. To contact Mr. Horan or schedule a meeting to see how he can help you, please call (703) 847-2500 or email him at [email protected].

The Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. To maintain certification, CPWA professionals must meet ongoing continuing education requirements and adhere to the Institute’s Code of Professional Responsibility. Investment & Wealth Institute (Institute) awards CPWA certification. Visit www.investmentsandwealth.org for more information.

Through their events, continuing education courses, and acclaimed certifications — Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®) and Retirement Management Advisor® (RMA®) — Investments & Wealth Institute delivers a rigorous, highly practical education.

 


INVESTMENTS & WEALTH INSTITUTE® is a registered mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CIMA®, CERTIFIED INVESTMENT MANAGEMENT ANALYST®, CIMC®, CPWA®, and CERTIFIED PRIVATE WEALTH ADVISOR® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. RMA® and RETIREMENT MANAGEMENT ADVISOR® are marks owned by Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute.
 

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