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CPWA

Leo Maheras | Jan 25, 2021

Value of a CPWA

CPWA

According to the Investments and Wealth Institute, the “CPWA® is an advanced professional certification for advisors who serve high net worth clients.

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We manage assets for individuals and families, providing investment management, and financial planning services.

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San Mateo CA 94402

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P: 650-525-0600
F: 650-525-0610
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E: lmaheras@maheraswealthmanagement.com

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Leo Maheras is a registered representative with, and securities and advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. Please note Maheras Wealth Management, Inc. and LPL do not provide legal or tax advice.

The LPL Financial representative associated with this website may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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