I was born and raised in Vancouver, Canada. Of course that required me to become a hockey player and skate on the frozen ponds. My skills lead me to a hockey scholarship at Providence College where I earned my bachelors in Economics. After graduating nearly 10 years ago, I partnered with the Atlantic Planning Group – a private wealth management firm. My mother had been in the financial services industry for over 30 years and I knew I wanted to follow in her footsteps. Our firm works with young families in the Greater Boston area who are growing in their careers. We understand that every family situation is unique but they all generally have three common goals – build assets for retirement, protect their loved ones and enjoy life. As a former hockey player, I know I have that competitive edge and I’m excited to join your team and compete for your family’s needs. Our process seeks to earn our client’s trust to help guide them towards their goals without worrying about their finances. Our commitment to our clients is paramount. If you thrive, we will thrive. We want for you, your family, and your business to have the highest possible degree of security and growth so that we can all live balanced and abundant lives.I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. If you'd like to contact me or learn more about the services available to you, please email me at ceppich@atlanticplanning.com or call the office at (781) 693-1019.
Listed skills include Finance, Social Media, Retirement Planning, Risk Management, and 24 others.