As an Advisor with AdvicePeriod, RJ Maunton works with Partner Advisor Eric Koeplin to enable clients to live well today while planning for tomorrow. RJ’s primary focus is providing comprehensive wealth advisory services with sound financial planning at the core.
Prior to joining AdvicePeriod, RJ was a Senior Financial Advisor & Financial Planning Specialist at Personal Capital where he managed $150 million for 80 families.
He earned his Bachelor of Arts in Business Administration from Principia College where he was a member of the Phi Alpha Eta honor society and received the Helen Summy Woodward Award for having the highest GPA of any business majors in his graduating class. RJ is a CFP and holds the Chartered Financial Consultant designation from The American College of Financial Services.