River Wealth Advisors announced that Jennifer Reisinger has been awarded the CFP® certification and promoted to Advisor with the firm. In addition to her current role as Chief Operations Officer, Jennifer will provide financial planning and investment management services to clients. “As a long-time member of our team, Jen has always dedicated herself to advancing her knowledge and skills to provide exceptional service to our clients.” said Robert Caplan, CEO of River Wealth Advisors. “We are very proud of her accomplishment.”
River Wealth Advisors is an independent, fee-only, SEC-registered investment advisor, offering wealth management and retirement planning for individuals, business retirement plans, along with investment management for trusts and estates. The firm harnesses the skills of highly accredited and experienced professionals to assist clients in protecting and growing their assets. River Wealth Advisors – Enriching the Lives of our Clients and Community. For more information, visit RiverWealthAdvisors.com.
The CFP® designation identifies those individuals who have met the experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants must also agree to meet ongoing continuing education requirements and to uphold the Certified Planner Board of Standards Inc.’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.