Jodie M. Booth, CFP® at Reich Asset Management, LLC in Marmora, NJ has attained their CFP certification, the standard in financial planning, and has been authorized by CFP Board to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks. Booth, who has over 20 years of experience in the industry, has worked at Reich Asset Management since 2023.
She leads Reich Asset Management’s business development strategy, cultivating relationships throughout the community, expanding professional partnerships, and introducing new families to the firm. She works closely with centers of influence, professional partners, and prospective clients to create meaningful connections that go far beyond traditional networking. While she continues to serve select advisory relationships—particularly women and clients whose relationships she has personally cultivated—her primary focus is expanding the firm’s reach through education, community involvement, and trusted relationships.
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of CFP Board, including having successfully completed financial planning coursework at an accredited college or university and passed the 6-hour comprehensive CFP® certification exam. The exam covers the following areas: Professional Conduct and Regulations, General Principles of Financial Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Estate Planning and Psychology of Financial Planning.
CFP® professionals commit to CFP Board to act as a fiduciary, which means acting in the best interests of the client at all times when providing financial advice. They also commit to upholding CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER™ certification. CFP® certification is held by nearly 100,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.
Booth is a graduate of Stockton University (formerly the Richard Stockton College of New Jersey) where she earned a Bachelor of Science in Finance. She holds her Series 7, 63, and 65 securities licenses. She is also a member of Stockton University’s Women’s Leadership Council, whose mission is to foster networking, mentorship, and meaningful connections among students and professionals.
Outside the office, Booth believes strongly in creating a life that balances meaningful work with the people and experiences that matter most. She loves spending time outdoors and traveling with her two children, Ethan and Isla. Whether they are fishing on local waters, snowboarding down a mountain, or exploring somewhere new, family time remains her greatest priority.
For more information about Jodie Booth and the services offered by Reich Asset Management, LLC, please visit www.reichassetmanagement.com or contact 609-486-5073.
