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
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 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.