Tracy Burgett Earns Certified Private Wealth Advisor® Certification
San Diego – July 10, 2017: Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing over $3 billion for more than 1,000 clients, is proud to announce that Tracy Burgett, Financial Planner, recently earned the Certified Private Wealth Advisor® (CPWA®) certification, which is the only advanced credential designed for wealth managers who advise high-net-worth clients.
To earn certification, CPWA professionals must meet a five-year experience requirement, successfully complete coursework in advanced wealth management strategies, and pass a comprehensive examination covering 11 core topics, including applied behavioral finance, charitable giving, estate planning, and wealth transfer. To maintain certification, CPWA professionals must meet ongoing continuing education requirements and adhere to IMCA’s Code of Professional Responsibility. IMCA® awards CPWA certification.
“We take great pride in the expertise and long list of industry credentials our advisors earn," said Alana Asmussen, Partner. "Tracy's CPWA designation demonstrates our team's continual growth and commitment to providing clients with the highest level of advisory services.”
Tracy joined the Firm in 2014. She designs customized personal financial plans for clients and specializes in Social Security and equity compensation planning. Prior to joining Dowling & Yahnke, she worked several years at a San Diego wealth advisory firm as a financial planner and as operations manager. Her previous legal experience was in the areas of business transactions and litigation. Tracy also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and Executive Financial Planner Advanced Certificate from San Diego State University. Tracy earned a Juris Doctor (JD) from Hastings College of the Law in San Francisco, graduating cum laude in 1993.
About Dowling & Yahnke, LLC
Since 1991, Dowling & Yahnke has provided customized solutions to high net worth individuals and families who value extremely personalized investment management and wealth planning services. As a fiduciary, fee-only adviser, Dowling & Yahnke places clients’ interests first, giving them peace of mind in a complex financial world.
Established in 1985, IMCA® is a nonprofit professional association and credentialing organization with more than 10,700 individual members and certificants worldwide. IMCA’s mission is to deliver premier investment and wealth management credentials and world-class education. Since 1988, IMCA has offered the Certified Investment Management Analyst® (CIMA®) certification, which is accredited by the American National Standards Institute (ANSI), to meet international standards (ISO 17024) for personnel certification. IMCA’s Certified Private Wealth Advisor® (CPWA®) certification is suited for wealth management professionals working with high-net-worth clients. In 2015, IMCA conferences, online education, and regional seminars hosted more than 4,500 attendees. Visit www.IMCA.org for more information.