Congratulations Nicholas Olesen on Earning the Certified Private Wealth Advisor® Certification

Congratulations Nicholas Olesen on Earning the Certified Private Wealth Advisor® Certification

Kathmere Capital Management, a wealth management firm that helps entrepreneurs, executives, and high-net-worth families bring clarity and confidence to all aspects of their financial life, is proud to announce that Director of Private Wealth, Nicholas J.D. Olesen, received a new designation as a Certified Private Wealth Advisor® (CPWA®) after completing an intense educational program and exam through the Investments and Wealth Institute and The University of Chicago Booth School of Business.  This certification is in addition to the CERTIFIED FINANCIAL PLANNER™ designation that he currently holds.

The CPWA® is an advanced education and certification program that furthers one’s knowledge in identifying and analyzing challenges high-net-worth individuals face and understanding how to develop specific strategies the goal of minimizing taxes, monetizing and protecting assets, maximizing growth, and transferring wealth. It is designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA® program takes a holistic and multidisciplinary approach.

Olesen explains that, “The CPWA® program is the perfect complement to the CFP® designation as it deepens my knowledge and expertise in the complexities of sophisticated wealth management that our clients expect us to handle. I am confident that the training I received at the Booth School of Business in the areas of estate, tax, and investment advice will bring significant value to the clients of Kathmere Capital Management.”

See PDF below for more information on Certified Private Wealth Advisor® Certification.

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