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RKL’s Laurie Peer earns two new credentials

RKL said Peer’s new credentials complement her 25 years of experience in individual taxation and financial planning and her ‘intuitive approach to client engagement and team leadership’

RKL, a business consulting and accountancy group, has announced that Laurie Peer, a partner and wealth management president at the firm, has earned two new credentials – Certified Exit Planning Advisor (CEPA) and Certified Professional Co-Active Coach (CPCC). 

The firm said the new qualifications enhance her “personal and professional” mission of helping individuals and families “successfully achieve their financial and life goals”.

The CEPA program trains and certifies professional advisors in the field of exit planning through an executive-style learning experience and a proctored exam. 

Meanwhile, CPCC is widely recognized as the most rigorous professional coach training and certification program in the industry. 

RKL said Peer’s new credentials complement her 25 years of experience in individual taxation and financial planning and her “intuitive approach to client engagement and team leadership”.

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