Greenleaf Trust announces CPWA® designation

Wealth Management Advisor, Alyssa Kole, received her Certified Private Wealth Advisor^® designation.

Wealth Management Advisor, Alyssa Kole, recently received her Certified Private Wealth Advisor^® designation. The Certified Private Wealth Advisor^® certification is a professional credential for financial advisors who specialize in working with high-net-worth clients. It focuses on advanced strategies for managing and preserving wealth for individuals with substantial assets. This certification equips advisors with the knowledge and skills to address the unique financial challenges, including tax management, estate planning and wealth transfer.

Alyssa specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of client investment portfolios. All such services are tailored to each client’s unique needs and delivered in a team-based environment. She has over 10 years of experience in the financial services industry and earned a bachelor’s degree in accounting from Western Michigan University. Alyssa has also earned the CERTIFIED FINANCIAL PLANNER^®certification

 

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Midland, Bay Harbor, Traverse City and Naples, Greenleaf Trust National Association is an independent nationally chartered trust bank, exclusively focused on wealth management, trust and estate administration, and administration of company-sponsored retirement plans. Through our unique, client-centric team approach, we provide highly personal and customized client service, with no conflicts of interest, to ensure our clients’ financial security from generation to generation. www.greenleaftrust.com