Steven L. Tillona, CPA, CWS, of Southington, an independent financial advisor with Edu4Retirement, Inc., which is affiliated with Investors Capital Broker-Dealer, is among an elite group of financial professionals obtaining the Certified Wealth Strategist (CWS) designation administered by Cannon Financial Institute.
This designation is awarded to those individuals completing a comprehensive program of study surrounding key wealth management issues facing clients today. Obtaining the CWS designation provides financial services professionals with the technical knowledge, practice management processes and the client communication skills needed to create and build a client centric wealth advisory practice.
The primary goal of the CWS practice is to work as an effective partner for their clients with more complex wealth issues.
“The creation of the CWS designation was in response to a need in the industry for a practical, application-based certification program for financial professionals. Specifically, in volatile times like the present, a respected financial service professional requires the skill set of a ‘trusted advisor,’” said Cannon Financial Institute chair Phil Buchanan in a company release. “Completing this designation distinguishes the recipient for their commitment to their clients’ financial future.”