THE VILLAGE AT PROVIDENCE POINT
--> Annapolis Restaurant Week <-----
--> THE VILLAGE AT PROVIDENCE POINT APRIL APRIL APRIL<-----
--> THE VILLAGE AT PROVIDENCE POINT MAY MAY MAY<-----
--> <-----
--> Wes Adams For Anne Arundel Conty Circuit Court Judge <-----
“Herrmann
“Herrmann
Insert future code here--> 1-1 to 1-31 Anne Arundel County Stop Smoking <-----
STANDARD HERMAN AD--> Anne Arundel County Stop Smoking <-----
Herrmann 40--> “Herrmann <-----
MD Higher Education Commission Near Completer
Insert future code here
Orioles Bud april 2020 to Sept 2020
“Nationals October 2019

Ann Alsina Achieves Advanced Financial Planning Certification

| April 16, 2021, 08:02 AM

CovingtonAlsina, an Annapolis-based financial planning firm, announced this week that Ann C. Alsina, principal, has earned the Certified Private Wealth Advisor® (CPWA®) designation.

Certified Private Wealth Advisor® (CPWA®) is an advanced professional certification for advisors who serve high-net worth clients. It is designed for experienced private wealth advisors who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million.

Liquified Creative Annapolis

Unlike credentials that focus specifically on investing or financial planning, CPWA® certification facilitates an advanced expertise in the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification learn to identify and analyze challenges high-net-worth individuals face and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

Alsina, who founded CovingtonAlsina (67 West Street, Annapolis) in 2012, also holds both the CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter® designations. CovingtonAlsina works with clients using an approach based on education, compassion, and ongoing relationships. Learn more at CovingtonAlsina.com

Severn Bank

Category: Businesses, LIFE IN THE AREA, Local News, NEWS, Post To FB

About the Author - EOA Staff

Eye On Annapolis is a community based site focusing strictly on Anne Arundel County. These staff postings are general news postings made by our team of bloggers throughout the day and are not attributed to any one particular staff person.

Connect with the Author

Author's Website Facebook Twitter YouTube rss feed