Ephie Coumanakos is the co-founder and managing partner of Concord Financial Group. She is a graduate of The Wharton School of The University of Pennsylvania, where she graduated Magna Cum Laude with a Bachelor of Science in Economics in 1986. In 2001, Ephie returned to The University of Pennsylvania and earned a Master of Science degree in Engineering in the Management of Technology from The Wharton School and Penn Engineering. She began her career in financial services in 1993.
As a financial adviser, Ephie specializes in the areas of retirement and pre-retirement planning, asset preservation, wealth management and estate planning. Working closely with clients and their legal and tax advisers, she is able to design customized financial solutions tailored to the client's specific requirements. Ephie frequently appears as a speaker at financial workshops in the areas of retirement and estate planning, asset preservation strategies and tax management.
Latest articles by Ephie Coumanakos
SECURE Act Basics: What Everyone Should Know
Making Your Money Last The rules on retirement have recently been rewritten. Here are the biggest changes and how they could affect you.
Moving Forward Financially After the Loss of a Loved One
retirement Even as you work through your grief, there are some important financial tasks to take care of along the way. Here is a framework to use as a starting point.
By Ephie Coumanakos Publishedretirement
4 Key Indicators to Monitor for Signs of a Looming Recession
Markets While investors don't need to panic, they should keep their fingers on the pulse of the economy just to be prepared. Here are four symptoms to keep an eye on.
By Ephie Coumanakos PublishedMarkets