Christopher Eppich, Cltc®
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Christopher Eppich, Cltc® Email & Phone Number

Financial Adviser at Atlantic Planning Group, an Estate Planning, Business Succession & Wealth Management Advisory Firm at Atlantic Planning Group, LLC
Location: Waltham, Massachusetts, United States 6 work roles 3 schools
1 work email found @atlanticplanning.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@atlanticplanning.com
LinkedIn Profile matched
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Role
Financial Adviser at Atlantic Planning Group, an Estate Planning, Business Succession & Wealth Management Advisory Firm
Location
Waltham, Massachusetts, United States
Company size

Who is Christopher Eppich, Cltc®? Overview

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Quick answer

Christopher Eppich, Cltc® is listed as Financial Adviser at Atlantic Planning Group, an Estate Planning, Business Succession & Wealth Management Advisory Firm at Atlantic Planning Group, LLC, a company with 8 employees, based in Waltham, Massachusetts, United States. AeroLeads shows a work email signal at atlanticplanning.com and a matched LinkedIn profile for Christopher Eppich, Cltc®.

Christopher Eppich, Cltc® previously worked as Financial Adviser at Atlantic Planning Group, Llc and Financial Specialist at Atlantic Planning Group, Llc. Christopher Eppich, Cltc® holds Ba, Economics from Providence College.

Company email context

Email format at Atlantic Planning Group, LLC

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*@atlanticplanning.com
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AeroLeads found 1 current-domain work email signal for Christopher Eppich, Cltc®. Compare company email patterns before reaching out.

Profile bio

About Christopher Eppich, Cltc®

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.

Current workplace

Christopher Eppich, Cltc®'s current company

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Atlantic Planning Group, LLC
Atlantic Planning Group, Llc
Financial Adviser at Atlantic Planning Group, an Estate Planning, Business Succession & Wealth Management Advisory Firm
waltham, massachusetts, united states
Employees
8
AeroLeads page
6 roles

Christopher Eppich, Cltc® work experience

A career timeline built from the work history available for this profile.

Financial Adviser

Current

Atlantic Planning Group is a financial services firm that is dedicated to providing businesses and affluent individuals and families with innovative financial solutions. For more than two decades, we have been designing and implementing custom-tailored financial strategies with a high level of competency and integrity for our clients. OUR MISSIONTo build.

Feb 2011 - Present

Financial Specialist

Atlantic Planning Group is a registered investment advisory firm that is dedicated to providing businesses and affluent individuals and families with innovative financial solutions. For more than two decades, we have been designing and implementing custom-tailored financial plans with a high level of competency and integrity for our clients.

Feb 2011 - Sep 2016

Licensed Agent

Current

201 Jones Road, Suite 620, Waltham, MA 02451

I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of MA, RI, NH, NC, ME, IN, FL, TX, WA, PA & DC. No insurance business may be conducted outside the state referenced.Neither New York Life Insurance Company, nor its agents.

Oct 2016 - Present

Financial Services Professional

Current

201 Jones Road, Suite 620, Waltham, MA 02451

I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of MA, RI, NH, ME, FL, NJ, TX, PA & DC. No offers may be made or accepted from any resident outside the.

Oct 2016 - Present

Junior Accountant

Proline Communications
May 2005 - Aug 2009

Camp Instructor

Bo Knows Hockey Camp
Jan 2006 - Jan 2009
Team & coworkers

Colleagues at Atlantic Planning Group, LLC

Other employees you can reach at atlanticplanning.com. View company contacts for 8 employees →

3 education records

Christopher Eppich, Cltc® education

Education record

Ecole Sullivan Heights

Activities and Societies: Mens Ice Hockey

Education record

Tamanawis

Activities and Societies: Mens Soccer

FAQ

Frequently asked questions about Christopher Eppich, Cltc®

Quick answers generated from the profile data available on this page.

What company does Christopher Eppich, Cltc® work for?

Christopher Eppich, Cltc® works for Atlantic Planning Group, LLC.

What is Christopher Eppich, Cltc®'s role at Atlantic Planning Group, LLC?

Christopher Eppich, Cltc® is listed as Financial Adviser at Atlantic Planning Group, an Estate Planning, Business Succession & Wealth Management Advisory Firm at Atlantic Planning Group, LLC.

What is Christopher Eppich, Cltc®'s email address?

AeroLeads has found 1 work email signal at @atlanticplanning.com for Christopher Eppich, Cltc® at Atlantic Planning Group, LLC.

Where is Christopher Eppich, Cltc® based?

Christopher Eppich, Cltc® is based in Waltham, Massachusetts, United States while working with Atlantic Planning Group, LLC.

What companies has Christopher Eppich, Cltc® worked for?

Christopher Eppich, Cltc® has worked for Atlantic Planning Group, Llc, New York Life Insurance Company, Nylife Securities Llc, Proline Communications, and Bo Knows Hockey Camp.

Who are Christopher Eppich, Cltc®'s colleagues at Atlantic Planning Group, LLC?

Christopher Eppich, Cltc®'s colleagues at Atlantic Planning Group, LLC include Brandy Pereira, Rory Mcnabb, Patrick Battersby, Jason C. Vanderstreet, and Nathan Mckearney, Cfa.

How can I contact Christopher Eppich, Cltc®?

You can use AeroLeads to view verified contact signals for Christopher Eppich, Cltc® at Atlantic Planning Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Christopher Eppich, Cltc® attend?

Christopher Eppich, Cltc® holds Ba, Economics from Providence College.

What skills is Christopher Eppich, Cltc® known for?

Christopher Eppich, Cltc® is listed with skills including Finance, Social Media, Retirement Planning, Risk Management, Life Insurance, Retirement, Facebook, and Purchasing.

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