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Cfp® Rich Derafelo

Regional Director /Partner at EP Wealth Advisors

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Email Email: r****@epwealth.com

phone noPhone Number: (***)-***-****

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EP WEALTH ADVISORS

EP WEALTH ADVISORS

  • description Description
    EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $19.5 billion in client assets under management (as of June 30, 2023). At EP Wealth Advis...

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  • Employees count Employees 201-500
  • Revenue Revenue 50 Million to 100 Million
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Employees

Cfp® Nick Hatfield

Vice President and Wealth Advisor at Ep Wealth Advisors

Cfp® Ryan Serrecchia

Executive Vice President / Partner

Steven Franco

Associate Portfolio Manager

Adam Hale

Financial Planning Associate

CRPC Otoole

Senior Wealth Advisor

Adam Phillips

Managing Director, Portfolio Strategy

Jacob Miller

Client Relationship Associate

Alan Berkshire

Chief Administrative Officer & General Counsel

Veronica Wimer

Client Relationship Associate

Frequently Asked Questions Regarding Cfp® Rich Derafelo

Answer: Cfp® Rich Derafelo works for EP Wealth Advisors as Regional Director /Partner

Answer: Cfp® Rich Derafelo’s role in EP Wealth Advisors is Regional Director /Partner

Answer: Cfp® Rich Derafelo's email address is r***@gmail.com

Answer: Cfp® Rich Derafelo's business email address is r****@epwealth.com

Answer: Cfp® Rich Derafelo’s direct phone number is (***)-***-****

Answer: Cfp® Rich Derafelo works in the industry of: Financial Services

Answer: Cfp® Rich Derafelo works EP Wealth Advisors located at Hawthorne BLVD Ste 1200, Torrance, , 90503, California, 21515, United States

Answer: EP Wealth Advisors's Regional Director /Partner is Cfp® Rich Derafelo

Answer: Cfp® Rich Derafelo contact details:

  • Phone number  :  (***)-***-****
  • Email  :  r****@epwealth.com

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