Evan Press, Cfp® Ricp Email & Phone Number

With over 15 years of experience in the financial services industry, Evan focuses on asset management platforms, wealth transfer, and risk management. He also works within the nonprofit marketplace including public and private foundations, governmental agencies, the public school systems, and 501(c)(3) businesses. Raised in Northridge, CA, Evan graduated from California State University Northridge in 2002 with a Bachelors of Science in Business Management and has been awarded the title… Show more With over 15 years of experience in the financial services industry, Evan focuses on asset management platforms, wealth transfer, and risk management. He also works within the nonprofit marketplace including public and private foundations, governmental agencies, the public school systems, and 501(c)(3) businesses. Raised in Northridge, CA, Evan graduated from California State University Northridge in 2002 with a Bachelors of Science in Business Management and has been awarded the title of Retirement Planning Specialist by Equitable Advisors, LLC, based on his having earned a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania.CA Insurance Lic# 0D97736Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d Pacific Coast Wealth Strategies is not owned or operated by Equitable Advisors or its affiliates.] The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitableatretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com. Show less

Woodland Hills

With over 15 years of experience in the financial services industry, Evan focuses on asset management platforms, wealth transfer, and risk management. He also works within the nonprofit marketplace including public and private foundations, governmental agencies, the public school systems, and 501(c)(3) businesses. Raised in Northridge, CA, Evan graduated from California State University Northridge in 2002 with a Bachelors of Science in Business Management and has been awarded the title… Show more With over 15 years of experience in the financial services industry, Evan focuses on asset management platforms, wealth transfer, and risk management. He also works within the nonprofit marketplace including public and private foundations, governmental agencies, the public school systems, and 501(c)(3) businesses. Raised in Northridge, CA, Evan graduated from California State University Northridge in 2002 with a Bachelors of Science in Business Management and has been awarded the title of Retirement Planning Specialist by AXA Advisors, LLC, based on his having earned a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania.CA Insurance Lic# 0D97736AXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d The Pacific Group is not owned or operated by AXA Advisors or its affiliates.] The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In collaboration between the Wharton School and AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com. Show less

Continental Division

I am a financial consultant and focus on asset management, tax advantaged retirement planning as well as risk management strategies for individuals using different types of Life Insurance.CA Insurance Lic #0D97736AXA Advisors, LLC, Member SIPC is an Equal Opportunity Employer M/F/D/V. The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton… Show more I am a financial consultant and focus on asset management, tax advantaged retirement planning as well as risk management strategies for individuals using different types of Life Insurance.CA Insurance Lic #0D97736AXA Advisors, LLC, Member SIPC is an Equal Opportunity Employer M/F/D/V. The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In collaboration between the Wharton School and AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com. Show less

Bs, Management

Retirement Planning Certificate