News
The news updates from RKL Wealth Management as well as insights on investing, wealth management, financial planning and more from our team of professionals.
-
RKL Wealth Management’s David Morais Earns CEPA Credential
YORK, PA (March 7, 2022) – RKL Wealth Management Senior Wealth Advisor David Morais recently earned the Certified Exit Planning Advisor (CEPA) credential from the Exit Planning Institute. The CEPA program is the most widely endorsed exit planning…
-
RKL Wealth Management Adds Three Professionals to Team
LANCASTER, PA (March 1, 2022) – RKL Wealth Management LLC, a subsidiary of RKL LLP, introduced three new members to the firm as a result of the merger with Rotz & Stonesifer. Harold Beshaw, CFP®, ChFC®, CASL®: Beshaw…
-
RKL Wealth Management Welcomes Julie Englert as Director of Operations and Compliance
LANCASTER, PA (August 25, 2021) – RKL Wealth Management LLC recently welcomed Julie Englert, CTP, as Director of Operations and Compliance. Englert directs the firm’s operations, with a focus on efficiencies and technology enhancements to improve workflow and…
-
New Planning and Coaching Credentials for RKL’s Laurie Peer Help Individuals, Families Achieve Financial Goals
WYOMISSING, PA (July 21, 2021) – 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…