Community Involvement
Autism Speaks
Make-A-Wish New Jersey
The Alzheimer’s Association
Federation of Northern NJ
Center for Food Action

Licensing
Life and Health Licenses
FINRA Series 7
FINRA Series 66
Living Balance Sheet
Long Term Care

Education
BS Business Administration, Hospitality
Minor, Lynn University

Evan’s Accomplishments Include
Million Dollar Round Table Qualifier
Client Builder & Diamond Builder Awards
Guardian Leaders Club
Decade of Excellence Award

With a true passion for helping others, Evan has been dedicated to the financial industry for over 25 years. His purpose is to transform thoughts and dreams into reality. Evan shows his clients how they can bring conversations about their personal financial goals to fruition.

By making complex topics understandable and creating a safe, judgment-free forum for clients to ask questions, Evan helps close the gaps in financial knowledge, serves as an informed sounding board, and uncovers any blind spots that may impact their present and future security.

This philosophy and a holistic approach are the two key elements to the continued success of Evan's work with his clients.

By using a “Protection First” analysis, he creates an increased level of positive outcomes across the board. Recognizing that each client's financial picture is different, he provides a broad, goals-based planning experience tailored to meet the unique needs of each individual or business.

Evan is extremely proud of the positive impact that he has had on the lives of his clients, ranging from individuals and families as well as a wide array of business owners, Wall Street professionals, law firm partners, and C-suite executives. He has demonstrated a strong work ethic consistently, which has contributed immensely to the overall success of his clients and also the firm, CFS.

Being an active part of charitable organizations is a common theme along Evan's practice. He often extends his hand to the community through his involvement in Make-A-Wish NJ via CFS, Autism Speaks, and the Ronald McDonald Foundation.

In addition to being career-focused, Evan devotes his time to his family. He truly appreciates the moments shared with his lovely wife, Stefanie, and their four children. While at home, he strives to do his best at setting a good example for the future generation. During some of Evan's downtime, he can usually be found immersed in one of his passion hobbies: cooking, traveling, reading, skiing, and playing tennis, to name a few. If he's not in the office or with his family, he can likely be found engaging in a competitive full-court basketball game!

Evan's commitment and passion for his business, his clients, and his family are the key ingredients that fuel his success. If you're looking to transform how you think about your personal finances, please reach out to Evan and his team to start a conversation.