Mario Yngerto Achieves Advanced Wealth Management Designation- Certified Private Wealth Advisor®

CORAL GABLES, Fla. - Aug. 31, 2015 - PRLog -- Mario Yngerto, CPWA^®, Financial Advisor with Genesis Wealth Management, Inc in Coral Gables, FL, recently earned the Certified Private Wealth Advisor^® designation. The CPWA designation, delivered by Investment Management Consultants Association (IMCA), is the only advanced designation designed for financial advisors and consultants who work with high-net-worth clients. The CPWA® certification program is an advanced credential created specifically for wealth managers who work with these clients focusing on the life cycle of wealth: accumulation, preservation, and distribution. Mr. Yngerto started Genesis Wealth Management, Inc- an independent fee-only Registered Investment Advisor (RIA).

The CPWA® marks identify those individuals who have met the experience requirements, have successfully completed coursework in advanced wealth management strategies and applied concepts at The University of Chicago Booth School of Business, and have passed a comprehensive examination covering the following areas: advanced tax planning, asset protection, executive compensation plans, stock options, tax-efficient portfolios, business planning, retirement planning, charitable planning, and estate planning. CPWA® licensees must also agree to meet ongoing continuing education requirements, uphold IMCA’s Code of Professional Responsibility, and adhere to the Rules and Guidelines for the use of the Marks.

IMCA was established in 1985 to set the standards and practices for the investment management consulting profession and provide investment consultants with the credentials and tools required to best serve their clients. IMCA serves more than 7,500 members. For more information about IMCA or the CPWA designation, visit www.IMCA.org.

IMCA^® and Investment Management Consultants Association^® are registered trademarks of Investment Management Consultants Association Inc. and denote the highest quality of standards and education for financial professionals. CPWA^® and Certified Private Wealth Advisor^® are registered certification marks of Investment Management Consultants Association Inc. 01.110214.01.221.ctrl