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Tedrick achieves advanced financial designation

 

Last updated 5/29/2008 at Noon

Brad Tedrick

BONSALL — K. Brad Tedrick, CFP, CPWASM, president at WealthBridge Advisors, recently obtained the Chartered Private Wealth Advisor (CPWA) designation.

The designation, delivered by Investment Management Consultants Association (IMCA), is the only advanced designation designed for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth.

Tedrick specializes in Coordinated Wealth Planning and working with or establishing a client’s Advisor Team.

The CPWA marks identify those individuals who have successfully completed coursework in advanced wealth management content, strategies and applied concepts in the following areas: advanced tax planning, asset protection, executive compensation plans, stock options, tax-efficient portfolios, business planning, retirement planning, charitable planning and estate planning.

CPWA licensees must also agree to meet ongoing continuing education requirements and to uphold the IMCA Code of Professional Responsibility, Performance Reporting Standards and Standards of Practice.

IMCA was established in 1985 to set the standards and practices for the investment management consulting profession and provide investment consultants with the credentials and tools required to best serve their clients.

For more information about IMCA or the CPWA designation, visit http://www.IMCA.org.

 

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