Caroline Galbraith, CPWA®, CFP®

Partner & Wealth Management Advisor at HawsGoodwin Wealth
On the record
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  • Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach. I was especially pleased to learn more about behavioral finance applications to better manage client expectations, decisions, and relationships. These new insights will help as we continue to work with and serve family clients including the next generation.

    30 September 2020
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