Oak Harvest Financial Group Advisors Earn Prestigious Certified Private Wealth Advisor® (CPWA®) Certification
Two OHFG financial advisors obtain advanced industry wealth advisory certification to better serve the firm’s high-net-worth clientele
HOUSTON, Texas, March 29, 2023 – Oak Harvest Financial Group (OHFG), a Houston-based Registered Investment Advisory Firm, is pleased to announce that two of its advisors, Troy Sharpe, CFP®, CPWA®, CTS®, Founder and CEO, and Ed Rossi, CFP®, CTS®, CPWA®, AAMS®, CRPC®, NSSA®, CES™, CMFC®, Senior Financial Advisor, both recently obtained the Certified Private Wealth Advisor® (CPWA®) Certification, administered by the Investments & Wealth Institute.
The Investment & Wealth Institute was founded in 1985 originally as the Investment Management Consultants Association® (IMCA®), with a goal of broadening the public’s understanding of investment consulting and increasing the professionalism of consultants. The organization was renamed the Investment & Wealth Institute in 2017.
The CPWA® certification was created by the organization in 2007 to develop broad knowledge and skill competencies for advisors who work with high-net-worth clients, with an emphasis on accumulation, protection and distribution of wealth. The Investments & Wealth Institute has partnered with Ivy League and Top 10 Business Schools from around the world to provide the coursework that is core to the certification curriculum.
Sharpe co-founded OHFG in 2008, which has twice been recognized as the “Fastest Growing Registered Investment Advisor in Texas” by Citywire magazine (2020 and 2021). He completed his CPWA® coursework through the Yale School of Management. He previously earned his finance degree from Florida State University and completed his Certified Financial Planning Certification at the Susanne M. Glasscock School of Continuing Studies at Rice University.
He is responsible for the vision, execution and delivery of services at the firm, and is the creator of OHFG’s Retirement Success Plan (RSP), a customized blueprint for coordinating investments, income, taxes, health care and estate planning into a comprehensive plan of action and timeline. Sharpe is also the host of The Retirement Income Show® on NewsRadio AM740, KTRH, which airs Sundays at Noon.
Regarding his motivation for obtaining the certification, Sharpe had this to offer, “The depth of knowledge gained around powerful, tax-saving and wealth-preserving strategies for high-net-worth families is nearly unrivaled among certifications available in the industry. If you’re not working with a CPWA® professional and you’re a high-net-worth individual, it’s something to consider.”
Rossi is a Senior Financial Advisor with OHFG, with more 30 years of experience working in the financial services industry. He joined the firm in 2020. In addition to the CPWA® Certification, he is a Certified Financial Planner™ Professional (CFP®), National Social Security Advisor (NSSA®) Certificate Holder and a Certified Tax Specialist (CTS®).
He utilizes a holistic approach to financial planning and provides value to his client’s experience by paying attention to all details of their goals and creating a custom solution for their retirement.
“I am so excited to have earned this prestigious designation,” said Rossi. “It will help me provide an even higher level of planning expertise and guidance to our Oak Harvest Financial clients.”
Engaging in continuing education and advanced training, as well as obtaining industry designations and certifications, is a priority for advisors at OHFG. “As a firm, Oak Harvest makes a concerted effort to encourage advisors to constantly pursue professional development in order to fulfill the company mission of providing world class financial planning, investment management and client service,” states Sharpe. “We strive to be a firm of highly educated and accomplished investment and planning specialists.”
You can learn more about Oak Harvest Financial Group and their unique approach to holistic retirement planning and investment advisory services, and check out their extensive library of articles and videos on financial planning, retirement and other important financial issues by visiting www.oakharvestfg.com.
For questions or to schedule a free consultation call (281) 822-1350.
About Oak Harvest Financial Group: 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. Oak Harvest Financial Group was named the fastest growing Registered Investment Advisory firm in Texas in 2020 & 2021 by Citywire magazine.
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Heather Tutor- PR & Events Manager
