Christopher Eppich, Cltc®
AeroLeads people directory · profile

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 July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@atlanticplanning.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Atlantic Planning Group, LLC
Role
Financial Adviser at Atlantic Planning Group, an Estate Planning, Business Succession & Wealth Management Advisory Firm
Location
Waltham, Massachusetts, United States
Company size
8 employees

Who is Christopher Eppich, Cltc®? Overview

A concise factual answer block for searchers comparing this professional profile.

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 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

This section adds company-level context without repeating Christopher Eppich, Cltc®'s masked contact details.

*@atlanticplanning.com
71% confidence

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

View email format View company profile Management contacts
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

Company context helps verify the profile and gives searchers a useful next step.

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
Website
atlanticplanning.com
Employees
8
AeroLeads page
Company profile
View company profile Email format
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, Llc

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 long-term relationships by continually adding value and deliberately exceeding expectations.OUR OBJECTIVES- To clarify your goals so you can make confident decisions- To customize your plan with tailored solutions – always managed, always monitored- To develop a long-term relationship to grow trust, loyalty and valueOUR COMMITMENT- To help you organize and simplify your complex lives.- To deliver the clarity and knowledge to make confident financial decisions in today’s dynamic landscape.- To get you to see the next phase in your life as your wealth and business grow.

Feb 2011 - Present

Financial Specialist

Atlantic Planning Group, Llc

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
New York Life Insurance Company

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, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Oct 2016 - Present

Financial Services Professional

Current
Nylife Securities Llc

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 specific state(s) referenced. [201 Jones Road, Waltham, MA 02451 781-647-4100] Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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 →

RM Rory Mcnabb Rory Mcnabb Colleague at Atlantic Planning Group, LlcGreater Boston, United States View → D( Duke (Leon) Martin, Clu, Cfp® Duke (Leon) Martin, Clu, Cfp® Colleague at Atlantic Planning Group, LlcWaltham, Massachusetts, United States View → NM Nathan Mckearney, Cfa Nathan Mckearney, Cfa Colleague at Atlantic Planning Group, LlcCambridge, Massachusetts, United States View → BP Brandy Pereira Brandy Pereira Colleague at Atlantic Planning Group, LlcNew Bedford, Massachusetts, United States View → JC Jason C. Vanderstreet Jason C. Vanderstreet Colleague at Atlantic Planning Group, LlcNewtonville, Massachusetts, United States View → PB Patrick Battersby Patrick Battersby Colleague at Atlantic Planning Group, LlcBoston, Massachusetts, United States View →
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 Rory Mcnabb, Duke (Leon) Martin, Clu, Cfp®, Nathan Mckearney, Cfa, Brandy Pereira, and Jason C. Vanderstreet.

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.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.