Zanolli Huff Legacy Wealth Management Group
of Wells Fargo Advisors

Our team’s credentials

Advisors at Wells Fargo who hold the Private Wealth Financial Advisor (PWFA) title specifically work with a select group of clients with highly complex and demanding wealth management needs. To adequately address the full spectrum of challenges faced by those with significant wealth, they coordinate with a team of specialized professionals and leverage the vast resources of Wells Fargo & Company.

The Certified Investment Management Analyst (CIMA) accredited designation is awarded to candidates that have at least three years of financial services experience and a satisfactory record of ethical conduct, as determined by the Investments & Wealth Institute Admissions Committee. Training requirements include completing an educational component offered by one of the approved Registered Education Providers and completion of an in-class program at either The Wharton School, University of Pennsylvania, or online through Yale School of Management. Candidates must complete an online, proctored Qualification Examination and Certification Examination, as well as complete at least 40 hours of continuing education requirements every two years.

The Certified Private Wealth Advisor (CPWA) professional designation is awarded to candidates that meet all of the following – a bachelor’s degree from an accredited college or university, or one of the following designations or licenses: CIMA, CIMC, CFA, CFP, ChFC, or CPA license; a satisfactory record of ethical conduct, as determined by IMCA’s Admissions Committee; and five or more years of professional client-centered experience in financial services or a related industry. Candidates must complete six months of a pre-study educational component, and an in-class program at The University of Chicago Booth School of Business or an online program through Yale School of Management. Candidates must complete an online, proctored final exam for the in-class program, as well as complete at least 40 hours of continuing education requirements every two years.

A financial advisor who has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation has demonstrated skill in analyzing and developing personal, long-term financial strategies. A CFP® professional has completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process, comprehensive array of advice, and skill-based approach distinguish CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners from other professional advisors, who typically focus on only one area of a client's financial life.




Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, FL, HI, IL, MA, MI, MN, MO, MT, NH, NM, NV, OR, PA, SC, TX, UT, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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