Rich DeRafelo

Blood donation drive with heart-shaped blood donation symbol in focus and office professionals donating blood with medical staff in the background

FEATURED INSIGHT

Growing Community Impact: EP Wealth and the American Red Cross

Discover how EP Wealth Advisors' collaboration with the American Red...

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Reducing Your Tax Bill After Retirement

Learn from EP Wealth’s Regional Director, Rich DeRafelo, CFP®, how proactive tax planning can help...

How to Cultivate Financial Wellness Across Generations

EP Wealth’s Rich DeRafelo, CFP®, shares how families can prepare the next generation to manage...