Evan Pollack

About Evan:

Evan joined Strategies for Wealth in 2016 after six years of equity trading. A graduate from Penn State University with a bachelor's degree in Finance and Economics, Evan has always had his mind set on helping people with their personal finances.

Evan works with individuals and families helping them make truly informed, intelligent decisions around their finances. It is his passion to help his clients remove financial worry from their lives. This is done by focusing on accumulating wealth, while simultaneously protecting it.

Originally from York, Pennsylvania, Evan now lives in Manhattan and works out of the Financial District office. In his spare time, Evan enjoys playing volleyball, volunteering with New York Cares, exploring NYC’s best eats, and spending time with friends and family.


Penn State University, 2010

Individual/Family Services:

Financial Balance and Organization
Wealth Preservation and Creation
Retirement Planning Strategies
Protection Strategies (ie. Taxes, Liabilities, Lawsuits, Death, Loss of Income)
College Planning Strategies

Business Services:

Group Benefits
Buy/Sell Agreements
Business Succession Planning
Group Pension Planning

Community, Charitable or Professional Organizations/Associations:

New York Cares
Young Jewish Professionals
Sigma Phi Epsilon Alumni Network
Penn State Alumni Network




Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Strategies for Wealth is not an affiliate or subsidiary of Guardian.