Kelly Owens

    senior grandparents in retirement reading a picture book on the couch with their grandchild

    FEATURED INSIGHT

    How Monte Carlo Simulations Can Help Validate Retirement Success Potential

    Senior Vice President, Advisor, Stephanie Richman, CFP®, explains how...

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    How to Build a New Financial Future After a Collaborative Divorce
    How to Build a New Financial Future After a Collaborative Divorce

    EP Wealth’s Regional Director, Kelly Owens, CFP®, CDFA®, shares key steps for building a strong...

    Working with a Financial Advisor During Divorce
    Working with a Financial Advisor During Divorce

    EP Wealth’s Regional Director, Kelly Owens, CFP®, CDFA®, shares how working with a financial...

    Collaborative Divorce vs. Traditional Divorce: Which is Right for You?
    Collaborative Divorce vs. Traditional Divorce: Which is Right for You?

    Collaborative divorce often offers a cooperative, cost-saving alternative to traditional divorce....

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