Eric Kuniholm, CPWA®
Certified Private Wealth Advisor®
The Certified Private Wealth Advisor® designation is an advanced credential for wealth managers who advise high-net-worth clients. The CPWA® designation process includes a challenging educational program focused on advanced wealth management topics, including tax, retirement, and estate planning, charitable giving techniques, portfolio management, asset protection, closely held business solutions, executive stock option and deferred compensation strategies, and behavioral finance. Administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business.
Why work with a CPWA Professional?
High-net-worth clients have unique needs when it comes to financial planning. A lot of advisors consider themselves wealth managers, but only Certified Private Wealth Advisor® (CPWA®) professionals possess advanced expertise in the wealth management content, strategies, and applied concepts that help serve high-net-worth clients. Learn more about the CPWA® designation and the advantages of working with a Certified Private Wealth Advisor®.
About Eric Kuniholm
I started Beacon Capital Management Advisors in 2003. My focus is working with high income entrepreneurs, self employed individuals and small business owners to maximize their tax deductions using self employed retirement plans. My clients like Defined Benefit Plans due to their significant annual contributions and tax deductions.
I have earned the Certified Private Wealth Advisor® (CPWA®) designation and was featured in New England Premier Financial Advisors, distributed to Wall Street Journal subscribers in Massachusetts, New Hampshire and Rhode Island.
Here is a link to my compliance history at FINRA BrokerCheck. I’ve been registered with FINRA since 1994 and I have no reportable disclosure events or client complaints. I am registered in all 50 States.
Beacon Capital Management Advisors has been an Accredited Business of the Better Business Bureau since 2004 and has an A+ rating.
Education
Certified Private Wealth Advisor®
Administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business.
Bachelor of Science, Management Engineering
Licenses & Certifications
Certified Private Wealth Advisor®
Issued October 2016. The CPWA® designation is an advanced credential for wealth managers who advise high-net-worth clients.