Congratulations to Christine Crigler!

October 1, 2022

We are so proud to share that Christine Crigler, CFP® CPWA® has earned her Certified Private Wealth Advisor® certification!

The Certified Private Wealth Advisor (CPWA®) certificate1 is an “advanced certificate for financial advisors who serve high net worth clients and seek to know the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a net worth of $5 million or more.” The CPWA® certification equips financial advisors to be better able to “identify and analyze the unique challenges high-net-worth individuals face and be able to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.” To earn the CPWA® designation, candidates must have 5 years of experience in financial services, take CPWA®-specific university level coursework, and pass a comprehensive 4-hour exam.

Becoming a CPWA® professional means much more than just another certification for Christine; earning her CPWA® designation helps Christine to build her knowledge to meet our clients’ goals and needs.  Christine previously earned her CERTIFIED FINANCIAL PLANNER®, and her ongoing commitment to developing professional knowledge and skills speaks directly to our core value of expertise, constantly striving to be sure the Summit Place Team can offer its best advice and solutions to our clients.

At Summit Place Financial, Christine Crigler CFP® CPWA® offers our unique advising approach to families, building authentic relationships with clients in order to offer personalized communication and strategies. Christine is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA) and the Morris County Chamber of Commerce.

Congratulations Christine for adding this designation to your career accomplishments!

 

Footnotes:
1 –https://investmentsandwealth.org/certifications/welcome-to-cpwa