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®

Evan has been a financial consultant since 2003 and works with individuals, public schools, non-profit organizations, and businesses in areas of wealth management, retirement planning and risk management. His knowledge also extends to the areas of pension maximization and retirement income distribution.

 

Evan has a comprehensive amount of professional and educational experience in the financial services industry:

  • Was a 3-time award winning manager with AXA Advisors.
  • Inducted into the AXA Advisors Hall of Fame in 2015.
  • Has received The Summit, Circle of Excellence, Centurion, National Leaders Corp and Hallmark 1 and 2 awards from AXA Advisors.
  • Received a Bachelor of Science in Business Management from the California State University of Northridge.
  • Awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) designation attained by completing the established and rigorous education, examination, experience and ethical requirements by the CFP Board of Standards.
  • Retirement Income Certified Professional (RICP) designation from the American College in Bryn Mawr, Pennsylvania.
  • FINRA Series 7, 24 , 66 registrations and Life and Health Insurance License.
  • 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.

    CA Insurance License #0D97736

Check the background of your financial professional on FINRA BrokerCheck.

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)