Certified Private Wealth Advisor Archives

WARRENVILLE, Ill. /ScoopCloud/ -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list!

The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms. https://www.forbes.com/lists/top-wealth-advisors/?sh=28a36ec1c7ca

"For the seventh year in a row, I've been named as one of Forbes' Best in State advisors for Illinois. I thank God for the clients we serve, and their continued faith in the team to guide their families, as well as the trust they show through continued referrals," said Fernando S. Ereneta, CFP®.

The Legacy Wealth Advisors team has also recently been named to the Forbes Best-in-State Wealth Management Teams Lists, and includes Financial Advisors, Fernando S. Ereneta, CFP®, Justin Ancona, CFP® & Jennifer Secola, CFP®.

Legacy Wealth Advisors, 4200 Cantera Drive | Suite 221 | Warrenville, IL 60555; P: 630-791-9226 F: 630-791-9233. https://www.legacywealthadv.com/

MEDIA CONTACT:
Fernando Ereneta, CFP®
Private Wealth Advisor, RJFS
CEO, Legacy Wealth Advisors
P: 630-791-9226

Securities offered through Raymond James Financial Services, Inc., member FINRA/SPIC.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER(tm), CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

The 2024 Forbes ranking of America's Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list for 2024! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.

Related link: https://www.legacywealthadv.com/

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Financial Advisor Frank Wynne in Colorado Springs, Colorado has achieved the Certified Private Wealth Advisor®, or CPWA®, designation through the Investments & Wealth Institute®. Coursework was provided by the Yale School of Management.

CPWA® designation study topics focus on the needs of high−net−worth individuals and include:

* Wealth Strategies: Tax−sensitive investment strategies, portfolio management, risk and asset management

* Legacy strategies: Estate considerations, wealth transfer, charitable giving and endowments

* Human dynamics: Ethics, applied behavioral finance and navigating family dynamics

* Client−specific needs: Business owners, executives and retirees

"At Edward Jones, we're committed to continuous learning as we serve our clients in achieving their financial goals," Wynne said. "I look forward to bringing this new knowledge into the work I do for clients as I continue to help them achieve financially the things that are most important to them."

Frank Wynne's office is located in Colorado at: 1832 Woodmoor Drive, Suite 200, Monument, CO 80132.

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.8 trillion in client assets under care at the end of June 2023. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers. https://www.edwardjones.com/. Member SIPC.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

More information:

https://www.edwardjones.com/us-en/financial-advisor/frank-wynne

https://www.linkedin.com/in/frankwynne1/

https://www.facebook.com/EJAdvisorFrankWynne/

Financial Advisor Frank Wynne in Colorado Springs, Colorado has achieved the Certified Private Wealth Advisor®, or CPWA®, designation through the Investments & Wealth Institute®. Coursework was provided by the Yale School of Management.

Related link: https://www.edwardjones.com/

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Tag Archives: Certified Private Wealth Advisor

Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the seventh year in a row – in Illinois

Financial Advisor Frank Wynne of Edward Jones Receives Certified Private Wealth Advisor® Designation