Congratulations to Michael Hermes on earning the Certified Private Wealth Advisor (CPWA®) certification!
This advanced credential is tailored for financial professionals who serve high-net-worth clients. This certification provides in-depth expertise in wealth structuring, tax optimization, estate planning, and behavioral finance—equipping advisors to navigate the unique challenges and opportunities that come with substantial wealth
With this achievement, Michael now holds five designations: CFA®, CPWA®, CFP®, CEPA®, and NSSA®. His commitment to continuous learning and professional excellence reflects the high standard of service we strive to deliver every day.
HORAN Wealth is the marketing name of HORAN Securities, Inc. ("HSI") and HORAN Capital Advisors, LLC ("HCA"). Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. HORAN Wealth Management ("HWM") is the investment advisory firm. HCA is an affiliated investment advisory firm.