RKL Partner and RKL Wealth Management President Laurie Peer recently earned two new credentials – Certified Exit Planning Advisor (CEPA) and Certified Professional Co-Active Coach (CPCC) – that enhance her personal and professional mission of helping individuals and families successfully achieve their financial and life goals.
The CEPA program trains and certifies professional advisors in the field of exit planning through an executive-style learning experience and a proctored exam. CPCC is widely recognized as the most rigorous professional coach training and certification program in the industry. Peer’s new credentials complement her 25 years of experience in individual taxation and financial planning and her intuitive approach to client engagement and team leadership.
A Certified Public Accountant and Certified Financial Planner, Peer was instrumental in building RKL’s investment advisory practice from scratch into the dynamic firm it is today, with $1.3 billion in assets under management. As president, she oversees RKL Wealth Management operations, drives the firm’s growth strategy, leads a team of nearly 30 professionals and supports an integrated client experience between the firm’s wealth management and business advisory service offerings.
Peer is past president and member of the Berks County Estate Planning Council. She belongs to the Financial Planning Association, American Institute of Certified Public Accountants and Pennsylvania Institute of Certified Public Accountants. Peer holds a Certificate in Facilitation from Georgetown University. She resides in Alsace Township, PA, with her husband.
