PID 140


Certified Private Wealth Advisor

The CPWA ® designation is an advanced professional certification for advisors who serve high-net-worth clients. It is designed for seasoned professionals who seek the most advanced knowledge and techniques to address the sophisticated life cycle of wealth: accumulations, preservation, and distributions. Rigorous coursework and an examination are required to achieve this certification. The CPWA ® institute is headquartered in Greenwood Village, Colorado.

Paul Foster, CTFA, CPWA®, CFP®

As one of the founding members of the Foster Victor team, Paul Foster is committed to helping families and small business owners succeed with both financial and legacy planning.  He …