Broker Check
Evan Heller

Evan Heller

Financial Advisor

Evan has been dedicated to the financial industry for over
25 years, starting as a freshman in high school interning
with his father in the Investment Banking Division of a
major firm. It was there that his knowledge of stocks,
bonds, and mutual funds quickly grew. Incorporating this
experience and skill set into his strong desire to help
others, Evan found his career path of providing
comprehensive holistic planning - something in which he
continues to be passionate about to this day.
Evan’s mission is to organize, educate, and execute when
working with clients. This helps others move toward an
improved level of overall financial balance. He has been
with CFS since 2014 and works diligently every day to
demonstrate his strong work ethic, contributing to the
overall success of his clients and also the firm as well. Evan
has faced many obstacles over the course of his life, and
each one has carried its own inner lesson. He often speaks
to these valuable experiences when meeting with clients.
Evan extends his hand to the community through his
involvement in Make-A-Wish NJ via CFS, Ronald McDonald
Foundation, Jewish Federation of Northern NJ, Friendship
Circle, and Autism Speaks.
In addition to being career-focused with a solid emphasis
on both “doing well” and “doing good,” Evan devotes his
time to his family. He enjoys every moment with his lovely
wife, Stefanie, and their four children while doing his best
at setting a good example and being the best father for
them. He loves to take his kids on adventures and engage
in activities with them, broadening their own horizons and
helping their interests flourish. Some of Evan’s personal
hobbies include cooking, traveling, reading, sports, skiing,
and playing cards. Oftentimes, if he’s not in his office or
with his family, you can find him on the basketball court!

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

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

· BS Business Administration, Hospitality Minor,
Lynn University

Evan’s accomplishments include:
· Guardian Leaders Club, 3 years
· Client Builder Award, Year 1 & 2, Diamond
· CFS New Associate of The Year Award
· Million Dollar Round Table Qualifier
· Guardian Leadership Institute Nominee

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #4071013