EMIL BACZYK
As a Certified Exit Planning Advisor (CEPA®), Emil Baczyk is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
For more than 20 years, I have helped uniquely successful families turn financial complexity into clarity. As the lead advisor of Princeton RADA Wealth Management, I work with clients whose financial lives have become too important, too interconnected, or too complex to manage casually.
Money is a tool — not the goal. When the entire financial house is in order, my clients gain the freedom to live a life of significance, care for the people they love, and support the causes they believe in. That is the work I am here to do.
WHO I SERVE
• Business owners preparing for growth, transition, succession, or a future liquidity event
• C-suite leaders and successful professionals with concentrated compensation, equity, or major career decisions ahead
• Multigenerational families seeking clarity around stewardship, legacy, philanthropy, and continuity
• Non-profit organizations in need of professional financial and investment advisory services
WHAT THAT LOOKS LIKE
My role is to coordinate the full scope of your financial life — investments, planning, liquidity, wealth protection, tax considerations, estate considerations, charitable planning and the work of the professionals who already advise you. Most advisors manage portfolios. I help structure financial lives.
A successful exit, a meaningful legacy, a confident retirement — none of these are transactions. They are the outcome of work done years before, by people who knew which questions to ask.
CREDENTIALS
• Certified Exit Planning Advisor (CEPA®) — Exit Planning Institute®
• CERTIFIED FINANCIAL PLANNER™ (CFP®) — NYU Executive Financial Planning Program
• Certified Private Wealth Advisor® (CPWA®) — University of Chicago Booth School of Business
• MBA, Finance | BA, Economics
LIFE BEYOND THE BALANCE SHEET
Pennington, NJ is home base for me, my wife Angie, and our children Michael and Sophie. Off the clock, you will find me snowboarding, on the golf course, or playing basketball — constantly looking for “a better way,” whether on the slopes or in wealth management.
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Money is a tool — not the goal. When the entire financial house is in order, my clients gain the freedom to live a life of significance, care for the people they love, and support the causes they believe in. That is the work I am here to do.
WHO I SERVE
• Business owners preparing for growth, transition, succession, or a future liquidity event
• C-suite leaders and successful professionals with concentrated compensation, equity, or major career decisions ahead
• Multigenerational families seeking clarity around stewardship, legacy, philanthropy, and continuity
• Non-profit organizations in need of professional financial and investment advisory services
WHAT THAT LOOKS LIKE
My role is to coordinate the full scope of your financial life — investments, planning, liquidity, wealth protection, tax considerations, estate considerations, charitable planning and the work of the professionals who already advise you. Most advisors manage portfolios. I help structure financial lives.
A successful exit, a meaningful legacy, a confident retirement — none of these are transactions. They are the outcome of work done years before, by people who knew which questions to ask.
CREDENTIALS
• Certified Exit Planning Advisor (CEPA®) — Exit Planning Institute®
• CERTIFIED FINANCIAL PLANNER™ (CFP®) — NYU Executive Financial Planning Program
• Certified Private Wealth Advisor® (CPWA®) — University of Chicago Booth School of Business
• MBA, Finance | BA, Economics
LIFE BEYOND THE BALANCE SHEET
Pennington, NJ is home base for me, my wife Angie, and our children Michael and Sophie. Off the clock, you will find me snowboarding, on the golf course, or playing basketball — constantly looking for “a better way,” whether on the slopes or in wealth management.
, linked_in=www.linkedin.com/in/emilbaczyk, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=08540, username=emilbaczykgmail}- Advisor Type: Financial Advisor
- Website:
https://www.princetonradawm.com - Phone: +1 609-608-1561
- City: Princeton
- State: New Jersey
- Postal Code: 08540
- Country: United States
- Designations: CFP, CPWA
- Markets Served: Financial Planning, Wealth Management & Coordination for Business Owners and Multigenerational Families
- Company Name: Princeton RADA Wealth Management - RBC Wealth Management
- LinkedIn:
www.linkedin.com/in/emilbaczyk
EMIL BACZYK

120-Day CEPA Playbook: Download the Playbook

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2022 Colorado State of Owner Readiness Report

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