Oak Harvest Financial Group Advisor Earns Prestigious CPWA® Certification

Houston, TX – March 1st, 2024 – Oak Harvest Financial Group is proud to announce that Lizzie Krog, CFP®, CPWA®, CTS®, NSSA®, Senior Planner, has earned the Certified Private Wealth Advisor® (CPWA®) certification. This credential recognizes advisors who possess the specialized knowledge and skills needed to effectively serve high-net-worth clients.

“Earning the CPWA® credential is a significant milestone in my professional career,” said Lizzie Krog. “It demonstrates my commitment to excellence in wealth management and my ability to provide tailored, strategic advice to my clients.”

“I’m grateful for Oak Harvest Financial Group’s support in pursuing the credential. One of the most inspiring elements of the firm is the culture of lifelong learning among team members and the openness for advisors to pursue opportunities for growth. These opportunities make a positive impact on our client’s well-being and financial legacy and ultimately support the firm’s main purpose: to deliver exceptional, world class service to our clients.” said Lizzie Krog.

The CPWA® curriculum focuses on the unique challenges and opportunities that come with significant wealth. Advisors who earn the CPWA® designation have a deep understanding of sophisticated wealth strategies, estate planning, wealth transfer, behavioral finance, family dynamics, tax management, and legacy planning.

“Oak Harvest Financial Group is committed to providing our clients with the highest level of service,” said Troy Sharpe, Co-Founder of Oak Harvest Financial Group. “Lizzie’s achievement of the CPWA® certification further solidifies our team’s expertise and dedication to meeting the complex needs of our clients.”

Oak Harvest Financial Group is a Houston-based financial advisory firm that specializes in providing full-service retirement planning and investment management services. The OHFG team of certified retirement planners and financial advisors utilize a holistic approach employing proprietary strategies and plans that are custom designed to reduce risk, increase income and help you pay less tax.

Corinne Chase

Marketing Specialist

Oak Harvest Financial Group

(281) 822-1350

Advisory services are provided through Oak Harvest Investment Services, LLC, a registered investment adviser. Insurance services are provided through Oak Harvest Insurance Services, LLC, a licensed insurance agency.