Rich DeRafelo

Hand holding smartphone with stock trading chart and blurred monitors of market volatility in background

FEATURED INSIGHT

Wealth Preservation Strategies During Market Volatility

EP Wealth's Bob McCarty, MBA, AAMS® shares five strategies for...

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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...