Evan Press

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 also extends to the areas of pension maximization and retirement income distribution. Dedicated to helping individuals reach their financial goals, Evan provides knowledgeable and personalized advice and uses different strategies to help you plan appropriately for your situation. Recognized for his achievements, Evan has received numerous awards from his Broker-Dealer as well as industry recognition including being an MDRT (Million Dollar Round Table) qualifier for the past 20 years. He has earned the title of Retirement Plans Specialist Tax Sheltered Plans from Equitable Advisors and currently holds his FINRA Series 7, 66, 24 registrations, California Life and Health Insurance Licenses, as well as the RICP (Retirement Income Certified Professional) designation and the CERTIFIED FINANCIAL PLANNER® professional certification. Raised in Northridge, CA, Evan graduated from California State University Northridge in 2002 with a Bachelor of Science in Business Management and holds the Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. He currently resides in Porter Ranch with his wife Jennifer, daughter Sarah, and son Dylan.