Reich Asset Management, LLC is pleased to announce that its President and Founder, T. Eric Reich, has earned the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute. This achievement enhances Reich’s ability to provide comprehensive exit planning services to business owners, guiding them through successful transitions and maximizing the value of their enterprises.
The CEPA® program is a rigorous credentialing process that equips advisors with the knowledge and skills to assist business owners in planning and executing successful exits. By obtaining this designation, Reich joins a distinguished group of professionals dedicated to helping clients achieve their personal and financial goals during business transitions.
With over 28 years of experience in the financial services industry, Reich has a proven track record of assisting clients in achieving enjoyable retirements. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds several other designations, including Certified Investment Management Analyst (CIMA®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®). His firm, Reich Asset Management, LLC, is known for its “Enjoyable Retirement Solution™,” which focuses on maximizing retirement income while preserving principal.
In addition to his professional accomplishments, Reich is deeply committed to community service. He has previously served as Chairman of the Board for Big Brothers Big Sisters of Atlantic and Cape May Counties. He also volunteers as a Board member for the AtlantiCare Foundation and the Ocean City Regional Chamber of Commerce and serves on the Bishop McHugh Regional Catholic School Lay Advisory Board. His firm was honored with the 2024 Ascend Award for Outstanding Business by Kestra Financial.
Reich’s attainment of the CEPA® designation underscores his commitment to providing holistic financial planning services that address the complex needs of business owners. By integrating exit planning into his practice, he aims to help clients create transferable businesses, unlock value, and achieve financial independence.
For more information about Eric Reich and the services offered by Reich Asset Management, LLC, please visit www.reichassetmanagement.com or contact 609-486-5073.
About Reich Asset Management, LLC
Reich Asset Management, LLC is a financial advisory practice based in Marmora, NJ, specializing in retirement planning, investment management, and comprehensive financial planning services. The firm’s mission is to help clients achieve enjoyable retirements by providing personalized strategies tailored to their unique needs and goals.
Note: The CEPA® designation is conferred by the Exit Planning Institute, a leading authority on exit planning education.
