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Samuel Ogbonna,  CPWA®, CFP®
Institute Member



What do you like about being a member of the Institute? 
IWI provides resources and networks solely for the benefit of the high-net-worth advisor. The institute is my go-to hub for knowledge and understanding for my practice.

What is the best financial advice you have received or given?
You can't shrink yourself to wealth

What is something not many people know about you?
I'm a huge Weezer fan

Early riser or night owl?
Both

How has your designation enhanced your career? 
The CPWA designation gave me the necessary boost in skills to help my high-net-worth clients with advanced financial planning.

What is your favorite book or what are you currently reading?
Atomic Habits

What are your favorite podcast(s) you are listening to?
My first million

What are you most grateful for?
God's mercy


Want to connect with Samuel?  Check out his profile →

 

Upcoming Institute Events


Institute Announcements

  • Investments & Wealth Institute Appoints Avi Sharon as Editorial Advisory Board Chair

    By: Community Manager Team Community Manager Team , 14 days ago
    The Investments & Wealth Institute, has announced that Dr. Avi Sharon will become Editorial Advisory Board Chair of Investments & Wealth Monitor, its peer-reviewed, bimonthly educational magazine that showcases industry news and articles to provide education, insight, explanation, and coverage of key ... More

  • Investments & Wealth Institute Announces Agenda for Lifecycle Planning Virtual Conference

    By: Community Manager Team Community Manager Team , 29 days ago
    The Investments & Wealth Institute (IWI), has announced the agenda and lineup of speakers for the Lifecycle Planning Virtual Conference, its inaugural virtual event that primarily features five thought leader panels comprised of cutting-edge practitioners, as well as industry and academic experts who will identify and address the ... More

  • Investments & Wealth Institute Announces New ‘Experience’ Conference to be Held April 7-10, 2024

    By: Community Manager Team Community Manager Team , 2 months ago
    The Investments & Wealth Institute has announced the date and location for its 2024 annual conference—along with a rebranding that emphasizes the Institute’s priority to optimize advisor engagement and deliver advanced content and practical strategies for exceptional advisors. More

  • Investments & Wealth Institute Launches InvestmentHelp.org

    By: Community Manager Team Community Manager Team , 3 months ago
    The Investments & Wealth Institute, has just launched InvestmentHelp.org, an intuitive and easy-to use web-based tool that enables investors to connect with advisors who are certified to provide the help investors require with the financial aspects of their lives. More


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