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 Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registererd investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC and, in PR as Equitable Network of Puerto Rico, Inc
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Pacific Coast Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or its affiliates.
For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary For Retail Investors and General Conflicts of Interest Disclosure.
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)