Eric Brotman of Brotman Financial Group Earns Advanced Wealth Management Certification – Certified Private Wealth Advisor®

Eric Brotman, CFP®, AEP®, CPWA®, president and managing principal of Brotman Financial Group, recently earned the Certified Private Wealth Advisor® certification, which is the only advanced credential designed for wealth managers who advise high net-worth clients. Mr. Brotman specializes in investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners.

To earn certification, CPWA® professionals must meet a five-year experience requirement, successfully complete coursework in advanced wealth management strategies, and pass a comprehensive examination covering 11 core topics, including applied behavioral finance, charitable giving, estate planning, and wealth transfer. To maintain certification, CPWA® professionals must meet ongoing continuing education requirements and adhere to IMCA’s Code of Professional Responsibility. IMCA® awards CPWA® certification. Visit www.IMCA.org for more information.

In addition to holding his CPWA® designation, Mr. Brotman holds a Master’s Degree in Financial Services (MSFS) and is a Certified Financial PlannerTM (CFP®) Practitioner. He is also a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), an Accredited Estate Planner (AEP®), a Chartered Advisor in Senior Living (CASL), and a Retirement Income Certified Professional® (RICP®).

About Brotman Financial Group, Inc.

Founded in 2003 and based in Timonium, Md., Brotman Financial Group, Inc. is an independent financial services firm whose team of Certified Financial PlannerTM Professionals provides individuals, small businesses and families with investment, retirement, estate, insurance and business planning. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Brotman Financial is not affiliated with Kestra IS or Kestra AS. For more information, please call 410-252-4555 or visit www.brotmanfinancial.com.

About IMCA

Established in 1985, IMCA® is a nonprofit professional association and credentialing organization with more than 10,700 individual members and certificants worldwide. IMCA’s mission is to deliver premier investment and wealth management credentials and world-class education. Since 1988, IMCA has offered the Certified Investment Management Analyst® (CIMA®) certification, which is accredited by the American National Standards Institute (ANSI), to meet international standards (ISO 17024) for personnel certification. IMCA’s Certified Private Wealth Advisor® (CPWA®) certification is suited for wealth management professionals working with high net-worth clients. In 2015, IMCA conferences, online education, and regional seminars hosted more than 4,500 attendees.

IMCA® and Investment Management Consultants Association® are registered trademarks of Investment Management Consultants Association Inc. CIMA®, Certified Investment Management Analyst®, CIMC®, CPWA®, and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. Investment Management Consultants Association Inc. does not discriminate in educational opportunities or practices on the basis of race, color, religion, gender, national origin, age, disability, or any other characteristic protected by law.