John E. Chapman
Chief Executive Officer
Hoffman Estates, IL – Clearwater Capital Partners is proud to announce that Carter King has earned the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors (NAPA). This prestigious credential reflects Carter’s expertise in fiduciary oversight, retirement plan management, and commitment to helping plan sponsors navigate their responsibilities with confidence.
The CPFA® designation, developed by leading industry professionals, signifies advanced knowledge of fiduciary principles, regulatory compliance, and best practices in retirement plan governance. Advisors who achieve this certification demonstrate:
- A deep understanding of fiduciary responsibilities and ERISA compliance.
- Expertise in plan governance, risk management, and participant engagement.
- The ability to guide plan sponsors in designing and maintaining retirement plans that serve the best interests of participants.
Carter’s achievement reinforces Clearwater Capital Partners’ commitment to excellence in retirement plan advisory services. Please join us in congratulating Carter on this significant professional milestone.
About The National Association of Plan Advisors (NAPA)
NAPA is a leading advocacy and professional organization dedicated to retirement plan advisors. It is part of the American Retirement Association, which champions the interests of retirement professionals and ensures that employer-sponsored retirement plans are well-managed, compliant, and beneficial to participants. https://www.napa-net.org/
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA). The firm provides Multi-Family Office and comprehensive wealth management services to successful individuals and families through their Private Wealth Management practice. The firm’s Institutional group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA-governed retirement plans. https://www.ccpwealth.com/
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