Jim Van Eperen
Jim Van Eperen, Certified Life Underwriter (CLU), has nearly 30 years’ experience as a financial planner and manager in the financial services industry. He joined Raffa Financial Services in 2012.
Since joining the RFSI leadership team, Jim has helped to build one of the elite practices specializing in Business Succession Planning, Estate and Legacy Planning and Executive Benefit Strategies. He has a proven track record of aggressively representing clients seeking the best underwriting classification and rates for their life insurance. He has been recognized for his holistic approach in helping to solve complex business planning needs within the context of personal financial goals. He has extensive experience in assisting clients who own family businesses as they work through the valuation and transfer of control and wealth. Jim’s passion is in getting to know each individual client and tailoring a custom solution that meets their personal needs and goals.
Mr. Van Eperen formerly served as the General Agent of The Washington Group of MassMutual, overseeing a large financial services practice headquartered in Bethesda, MD, with offices throughout the Mid-Atlantic region. The practice served 31,000 policyholders and clients, and more than $6.8 billion of life insurance coverage in force with 72 career agents and the 1,200 brokers affiliated with its sister organization, Mid-Atlantic Brokerage.
Additionally, Mr. Van Eperen has long been a champion for diversifying the financial services field as a career opportunity for women, and proudly launched and supported a Women’s Advisory Board (WAB) to help with the cause in 2009. The WAB was comprised of 20 prominent female business leaders in greater Washington, DC who fostered financial education for women and financial literacy programs for middle school girls. Hundreds of metropolitan Washington, D.C. middle school girls have graduated from Financial Literacy Education Programs taught by WAB members.