AeroLeads people directory · profile
Evan Goldfarb, Cfp® Email & Phone Number
Associate Wealth Manager
at
BNY Wealth
1 work email found
@bnymellon.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Wealth Manager
Location
New York City Metropolitan Area, United States, United States
Company size
Who is Evan Goldfarb, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Evan Goldfarb, Cfp® is listed as Associate Wealth Manager at BNY Wealth, a company with 4221 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at bnymellon.com and a matched LinkedIn profile for Evan Goldfarb, Cfp®.
Evan Goldfarb, Cfp® previously worked as Associate Wealth Manager at Bny Mellon and Financial Advisor at Ubs. Evan Goldfarb, Cfp® holds Bachelor Of Science, Business Administration; Finance from University Of Florida.
Company email context
Email format at BNY Wealth
This section adds company-level context without repeating Evan Goldfarb, Cfp®'s masked contact details.
*@bnymellon.com
68% confidence
AeroLeads found 1 current-domain work email signal for Evan Goldfarb, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Evan Goldfarb, Cfp®
Evan Goldfarb, Cfp® is a Associate Wealth Manager at BNY Wealth. He possess expertise in microsoft office, microsoft word, etfs, powerpoint, microsoft excel and 3 more skills.
Listed skills include Microsoft Office, Microsoft Word, Etfs, Powerpoint, and 4 others.
Current workplace
Evan Goldfarb, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Bny Wealth
7 roles
Evan Goldfarb, Cfp® work experience
A career timeline built from the work history available for this profile.
Associate Wealth Manager
Current
Jun 2021 - Present
Financial Advisor
Apr 2017 - Jun 2021
Registered Client Service Associate
Sep 2015 - Apr 2017
Client Service Representative
Jul 2012 - Sep 2015
Accounting Administrator For Recovery Services
Mar 2010 - Mar 2011
Accounting Intern
Jun 2009 - Aug 2009
1 education record
Evan Goldfarb, Cfp® education
FAQ
Frequently asked questions about Evan Goldfarb, Cfp®
Quick answers generated from the profile data available on this page.
What company does Evan Goldfarb, Cfp® work for?
Evan Goldfarb, Cfp® works for BNY Wealth.
What is Evan Goldfarb, Cfp®'s role at BNY Wealth?
Evan Goldfarb, Cfp® is listed as Associate Wealth Manager at BNY Wealth.
What is Evan Goldfarb, Cfp®'s email address?
AeroLeads has found 1 work email signal at @bnymellon.com for Evan Goldfarb, Cfp® at BNY Wealth.
Where is Evan Goldfarb, Cfp® based?
Evan Goldfarb, Cfp® is based in New York City Metropolitan Area, United States, United States while working with BNY Wealth.
What companies has Evan Goldfarb, Cfp® worked for?
Evan Goldfarb, Cfp® has worked for Bny Wealth, Bny Mellon, Ubs, Guggenheim Investments, and The Zellman Group.
How can I contact Evan Goldfarb, Cfp®?
You can use AeroLeads to view verified contact signals for Evan Goldfarb, Cfp® at BNY Wealth, including work email, phone, and LinkedIn data when available.
What schools did Evan Goldfarb, Cfp® attend?
Evan Goldfarb, Cfp® holds Bachelor Of Science, Business Administration; Finance from University Of Florida.
What skills is Evan Goldfarb, Cfp® known for?
Evan Goldfarb, Cfp® is listed with skills including Microsoft Office, Microsoft Word, Etfs, Powerpoint, Microsoft Excel, Customer Service, Mutual Funds, and Outlook.
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