Pablo Montero Bianchi has always found time as the ultimate equalizer of life because regardless of nationality, wealth, age, or sex, we are all afforded 24 hours in a day. But in 2020, the world changed for all of us, and in Pablo's case, he found himself with additional time each week since he no longer had to commute to an office.
In late 2020, Pablo decided to begin the rigorous and demanding preparation to sit for the Certified Investment Management Analyst®, (CIMA®) certification. The knowledge achieved was simply remarkable. He had studied similar concepts while obtaining his CFP® certification but not to the extent and depth the CIMA® certification provided. When presented with the opportunity to further his knowledge by obtaining the Certified Private Wealth Advisor®, (CPWA®) certification with scholarship assistance from the Investments & Wealth Foundation, he couldn't pass up the opportunity.
"I never thought I would be eligible to receive a scholarship from the Foundation. Today, I am extremely grateful for the consideration and trust they placed in selecting me as a scholarship recipient."
Receiving a scholarship from the Foundation helped Pablo with the monetary investment required to complete the CPWA® certification. However, the most significant value was the motivation and responsibility to accomplish his goals. And as with the CIMA certification, he uses what he learned from the CPWA certification daily when speaking to the clients he is honored to serve.
"It is my opinion that we are responsible for giving our clients the respect they deserve for the trust they place in us. Two years after embarking on the journey of achieving the CIMA and CPWA certifications, I no longer worry about the predicted challenges for our industry. What keeps me up at night is determining how I can share the knowledge I've achieved through my certifications to the thousands that need my advice."
