Evan Press

PARTNER

As a co-founding partner of Pacific Coast Wealth Strategies, Evan is dedicated to helping individuals reach their financial goals through personalized knowledgeable advice. Evan uses many different techniques and programs to help individuals plan appropriately for different situations.

 

 

Evan Press, CFP®, RICP®

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 extends to the area of pension maximization and retirement income distribution.

Dedicated to helping individuals reach their financial goals, Evan gives personalized knowledgeable advice and uses many different strategies to help you plan appropriately for your situation.

Recognized for his achievements, Evan has received numerous awards from his broker-dealer and industry recognition including being an MDRT qualifier for the past 14 years.

Has earned the title of Retirement Plans Specialist Tax Sheltered Plans and currently holds his FINRA Series 7 and 66 registrations, California Life and Health Insurance Licenses and Certified Financial Planner™ professional and RICP™ designations.

Raised in Northridge, CA, Evan graduated from California State University Northridge in 2002 with a Bachelor of Science in Business Management and holds A Retirement Planning Certificate from Wharton Business School at The University of Pennsylvania. He currently resides in Porter Ranch with his wife Jennifer, daughter Sarah and son Dylan.

CA Insurance License #0D97736

 

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Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC and, in Puerto Rico as AXA Network of Puerto Rico, Inc

AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer.

Pacific Coast Wealth Strategies is not a registered investment advisor and is not owned or operated by AXA Advisors or its affiliates.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

CERTIFIED FINANCIAL PLANNER™

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

PPG-143494 (5/19) (Exp. 5/24)