Evan Press, CFP®, RICP®
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.
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