Rich DeRafelo

older male financial advisor meeting with couple to discuss financial goals at the office

FEATURED INSIGHT

Choosing Between Independent Advisors and Bank Advisors: What to Consider

Drawing on 31 years of experience across Wall Street, banking, and...

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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...