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 the financial services in 1993.
As a Financial Advisor, 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 advisors, she is able to design customized financial solutions tailored to the client’s specific requirements. Specifically, she works with local attorneys and accountants to help implement tax saving strategies and design estate continuation plans.
In her practice, Ephie uses extensive analysis to profile the investment objectives of her clients, evaluate various investment scenarios, identify expenses within each strategy and quantify portfolio risk to the client. Ephie frequently appears as a speaker at financial workshops that educate the public in retirement and estate planning, long term care options, preservations strategies for tax-qualified and non-tax qualified accounts.