Rich DeRafelo

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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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...