A financial consultant since 2003 Evan works with individuals, public schools, non-
profits, and businesses in areas of wealth management, retirement planning and risk
management. His work extends to the area of pension maximization and retirement income distribution.
Dedicated to helping individuals reach their financial goals, Evan gives personalized
knowledgeable advice and uses many different strategies to help you plan appropriately for your situation.
Recognized for his achievements Evan was inducted into the Equitable-Advisors Hall of Fame in 2015, has received the Summit, Circle of Excellence, Centurion, National Leaders Corp and Hallmark 1 and 2 awards. He is also a 3-time award winning manager.
Has earned the title of Retirement Plans Specialist Tax Sheltered Plans and currently holds his FINRA Series 7 and 66 registrations, California Life and Health Insurance Licenses and Certified Financial Planner™ professional and RICP designations.
Raised in Northridge, CA, Evan graduated from California State University
Northridge in 2002 with a Bachelor of Science in Business Management and holds
A Retirement Planning Certificate from Wharton Business School at The University of
Pennsylvania. He currently resides in Porter Ranch with his wife Jennifer, daughter Sarah and son Dylan.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements.
