RKL Wealth Management news release
“Brandon and Haley’s commitment to the extensive training and expertise involved in these certifications is exceptional. We congratulate both of them on these significant accomplishments and their dedication to their career development,” said Laurie Peer, President of RKL Wealth Management.
The CAIA®designation recognizes knowledge and expertise in alternative investments. As a Senior Portfolio Manager with RKL Wealth Management, Adams will apply this new expertise as he creates customized portfolio solutions for clients. Adams earned his B.S. in Finance from The Pennsylvania State University and currently resides in Mount Joy with his family.
The CFP® designation is a nationally recognized standard for professional, ethical and experienced client engagement. This new credential enhances Schwartz’s collaboration with clients to create sound financial plans that achieve their unique objectives. Schwartz earned her B.S. in Business Management from The Pennsylvania State University. She resides in Lancaster.
ABOUT RKL WEALTH MANAGEMENT
RKL Wealth Management LLC, a subsidiary of RKL LLP, is a nationally recognized, Pennsylvania-based wealth advisory firm offering a broad range of financial planning and investment management services aimed at helping individuals, families, business owners and institutions realize their unique goals. Learn more at rklwealth.com.
Phone: (717) 399-1715