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Monument’s Dean Catino and Timothy Lee receive Certified Private Wealth Advisor

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Monument Wealth Management managing directors and co-founders Dean J Catino and Timothy R Lee have received a new designation as Certified Private Wealth Advisors (CPWA).

 
This certification is in addition to the Certified Financial Planner designation that they both currently hold, as well as Catino’s additional Certified Retirement Planning Counselor designation.
 
The CPWA programme is administered by the Investment Management Consultants Association as an "advanced credential created specifically for wealth managers who work with [high-net-worth] clients, focusing on life cycle of wealth: accumulation, preservation, and distribution," through which advisors "learn to identify and analyse challenges high-net-worth individuals face, and understand how to develop specific strategies to minimise taxes, monetize and protect assets, maximise growth, and transfer wealth."
 
Catino (pictured) says: "The CPWA programme is the perfect complement to the CFP designation as it broadens the core competencies of sophisticated wealth management that our clients expect. I am confident that training we received at the Booth School of Business in the areas of estate, tax and investment will bring significant value to the clients of Monument Wealth Management."
 
Monument Wealth Management is a financial advisory firm that helps accomplished entrepreneurs transition to a life of long-term financial independence and wealth defined on their own terms. Based in the Washington DC area, Monument Wealth Management offers clients unbiased advice, wealth planning, advocacy and access throughout the wealth creation lifecycle. In 2008 Monument’s founders, all equal partners, became affiliated with LPL Financial.

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