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Understanding the MWA Team's Credentials

Understanding the MWA Team's Credentials

October 19, 2023

At MWA, we require our team members to be credentialed in specific areas of financial planning and investment management in order to provide our clients with the highest level of intellectual capital when developing a financial planning process that is tailored to your unique needs and objectives.

In an effort to educate you, we’d like to provide you with information about each of the credentials (certifications and designations) that our team members hold.