John E. Chapman
Chief Executive Officer
Hoffman Estates, IL – Clearwater Capital Partners is pleased to announce that Braden Maher has earned the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning®.
Candidates for the AWMA® designation must complete a rigorous course of study encompassing wealth strategies, equity-based compensation plans, tax reduction tactics, and asset protection disciplines. The curriculum is developed by the College’s highly esteemed faculty with input from the country’s top investment and financial firms giving students the benefit of applying their learning to real-world situations and cases. AWMA® candidates must pass a proctored examination that tests their ability to synthesize complex wealth management disciplines and apply theoretical concepts to real-life situations. All designees must attest to the College for Financial Planning’s Standards of Professional Conduct.
“At Clearwater Capital, financial planning lies at the heart of the value we bring to our clients. It’s a multifaceted field, involving complex subjects, regulations, and qualitative insights that demand a high level of expertise,” said John Chapman, Chief Executive Officer of Clearwater Capital Partners. “We are incredibly proud of Braden’s commitment to his professional growth. Earning this designation reflects his dedication to delivering outstanding service to our valued clients”.
About The College for Financial Planning®
The College for Financial Planning® is a regionally accredited institution of higher education accredited by the Higher Learning Commission and is a member of the North Central Association. Regional accreditation is considered the gold standard for higher education accreditation. All of the College’s professional designations are approved for use by the NASAA Model Rule and NAIC Model Rule.
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, Independent Registered Investment Advisor (RIA). The firm provides comprehensive wealth management services to successful individuals and families through their Private Client Practice. The firm’s Institutional Advisory Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans.