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Concord Financial Group
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.
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