AIF®, CPFA®, C(K)P Investment & Retirement Fiduciary Advisor, Accredited Investment Fiduciary®
Evan is an Accredited Investment Fiduciary® designee. As an Accredited Investment Fiduciary®, he offers clear information, objective advice, and a variety of services for a justified fee with full disclosure and transparency. He helps you become financially independent by enabling you to plan and control your financial future. Evan specializes in the design and implementation of all types of retirement plans and client portfolios and uses: individual stocks, exchange traded funds, managed money, mutual funds, annuities, and insurance to help meet your needs and objectives.
Evan began his financial career with American General, a full-service retirement planning company. While there, he received numerous awards and promotions. He started his own advisory so he could pursue an independent and conflict-free approach when advising clients. Evan holds a Bachelor of Science degree from the University of New Hampshire and multiple securities and life insurance licenses. Evan has served on the board of People Reaching Out, a substance abuse prevention organization.