James A. Plaskey

    Female Certified Divorce Financial Analyst (CDFA) meeting with a senior woman in a modern wealth management office, discussing financial planning and divorce-related financial decisions.

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    Financial Planning Before Divorce: How A CDFA® Can Help You

    EP Wealth Vice President, Advisor, Kathy Costas, CDFA®, explains how...

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    A Guide to Tax-Advantaged Retirement Accounts
    A Guide to Tax-Advantaged Retirement Accounts

    Jimmie Plaskey, CFP®, CDFA®, walks through the main types of tax-advantaged retirement accounts,...

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