SARASOTA COUNTY, FL– Scott Pinkerton, the senior partner for Pinkerton Harkins & Mehserle Private Wealth (Pinkerton Private Wealth), recently earned a Certified Private Wealth Advisor® (CPWA®) designation through the Investments & Wealth Institute at the University of Chicago Booth School of Business. CPWA is an advanced credential for wealth managers who work with high-net-worth families and individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Pinkerton is also a Certified Financial Planner™ and Certified Investment Management Analyst®.
Eligibility for the CPWA certification includes a bachelor’s degree or major financial planning designation (such as the CFP®) and at least five years of experience in financial services. Those who earn the certification understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach.
“I was motivated to earn the CPWA to take our services for high-net-worth clients to the next level,” said Pinkerton. “It goes far deeper than the CFP into areas like private equity and hedge fund investment, ultra-high-net worth estate planning strategies, planning for executives and closely-held family businesses. When you combine that knowledge with the experience of our other advisors and the investment expertise of our chief investment officer, who holds a Chartered Financial Analyst® charter, we have a team that is well positioned to help high-net-worth clients.”
With over 31 years of experience in the financial services industry, Pinkerton has been named by Barron’s as one of its Top 1,200 Financial Advisors more times in the past 10 years than any other financial advisor who applied on Florida’s west coast, from Tampa to Fort Myers.*
About Pinkerton Private Wealth
Pinkerton Private Wealth focuses on comprehensive wealth planning and advice for high net worth individuals and families, as well as family foundations and other institutions. Founded in 1968, we have a 50-year legacy of extraordinary service to our clients in Sarasota County and beyond, including Florida and 34 other U.S. states.