Rich DeRafelo

CFP®

EP Wealth Advisors

Regional Director/Partner

Contact Me

Rich DeRafelo

CFP®

EP Wealth Advisors

Regional Director/Partner

Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Rich DeRafelo, CFP®

Contact Me

610-565-2343

Website

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Rich DeRafelo is a Media, PA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Rich DeRafelo is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Rich DeRafelo has more than 20 years of experience in the financial services industry. He joined the EP Wealth Advisors team in 2022 after a lengthy career at Lehman Financial Resources that included roles as Investment Advisor Representative and Chief Compliance Officer. Rich holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is a member of the CFP Board. He finds that helping individuals and families achieve their goals is one of the most fulfilling parts of his work. His specialties include advising high-net-worth families and executives approaching or at retirement age, and underwriting and structuring alternative investments. Rich led the buildout of Lehman’s private alternative investment platform from the ground up to over $200mm. Outside the office, Rich serves on the Chester Valley Little League Board of Directors and likes to coach and watch youth sports with his wife and three kids. He also enjoys family time on the Finger Lakes and ski slopes. Passionate about fitness, he’s committed to continually challenging himself.

Education

Dickinson College, B.A., Economic Policy
Boston University, CFP® Certification Program

EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients

  • High Net Worth Families and Individuals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows or Divorced Women
  • Professional Athletes and Entertainers
  • Sudden Money Situations

Working Together

  • 80+ CFP® and CFA Professionals
  • 31 Offices Nationwide
  • Virtual Meetings
  • Clearly Defined Fees

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Rich DeRafelo is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Rich DeRafelo

610-565-2343

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Office Locations:

  • 1215 W. Baltimore Pike
    Suite 8
    Media, PA 19063

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