Evan Wohl CFP®, CLU®, ChFC®, RICP®
Through our unique planning process, my goal is to provide clients with the tools to help them reach financial security by implementing strategies that help maximize wealth while protecting against wealth eroding factors such as taxes, inflation, financial disorganization, unnecessary fees and expenses. Our firm takes a macroeconomic approach to planning and coordinates all of your financial decisions through the use of a comprehensive economic model.
- Insurance planning
- Investment planning
- Retirement Planning
- Educational Planning
- Asset Management
- Cash Flow Management
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Pension Planning
- We also work with business owners regarding succession and transition planning, accompanied with employee benefits packages to recruit, retain, and reward your employees.
My wife, Laurie, and I also enjoy giving back to the local community through our involvement with The Hope Gala. Created to support fundraising efforts on behalf of The Four Diamonds Fund and The Penn State Dance Marathon (THON™), The Hope Gala contributes to the mission of conquering childhood cancer. All proceeds benefit pediatric cancer patients at the Penn State Children’s Hospital and their families in need of financial aid, medical assistance, and emotional support.
Education & Training:
Penn State University – BA, 2008
Life & Health Licensed
Investments, Mutual Funds and Annuities
Series 7 and 66 Licensed
CERTIFIED FINANCIAL PLANNER®
CHARTERED LIFE UNDERWRITER®
RETIREMENT INCOME CERTIFIED PROFESSIONAL®
Business Succession Planning
Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Representative of Park Avenue Securities and Financial Representative of Guardian.