CCG Professionals
  Ramsey K. Reich
JD, CFS, CEBS, IAR
Registered Investment Advisor/Planning Consultant
Ramsey received his Law Degree (J.D.) from Samford University's Cumberland School of Law. He is a Chartered Funds Specialist (CFS) with more than 19 years of service helping clients manage their investment, retirement and employee benefit needs.
He attained designation of Certified Employee Benefits Specialist (CEBS) in 1987 from the University of Pennsylvania's Whorton School of Business and the designation of Registered Health Underwriter (RHU) in 1997 from the American College in Bryn Mowr, Pennsylvania.
Ramsey is also registered with the National Association of Security Dealers (NASD) as a Financial & Operations Principal (Series 27), a General Securities Principal (Series 24), a Municipal Securities Principal (Series 53), a General Securities Representative (Series 7), and a Registered Investment Advisor.
Ramsey's areas of expertise are:
- Investment Advice
- Financial Planning & Forecasting
- Portfolio Diversity
- Tax strategies
- Retirement planning (including distribution options and investment strategies)
- Estate planning
- Education planning
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