Iar
CurrentIndependent broker/dealer based in San Diego.
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@htk.com
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Rod Evans is listed as CERTIFIED FINANCIAL PLANNERtm at Comprehensive Financial Group at IFG-Independent Financial Group, based in San Diego, California, United States. AeroLeads shows a work email signal at htk.com and a matched LinkedIn profile for Rod Evans.
Rod Evans previously worked as IAR at Ifg-Independent Financial Group and CERTIFIED FINANCIAL PLANNERtm at Comprehensive Financial Group. Rod Evans holds 2013 Retirement Income Planning Certification Program, Retirement Income Planning from The Wharton School.
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Goals: Grow my consultative, collaborative practice.Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts.Specialties: Collaborative planning with other trusted advisors.LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 16845 Von Karman Ave, suite 225, Irvine, CA 92606 P: 800-777-9571 Comprehensive Financial Group is not affiliated with HTK. HTK is a wholly-owned subsidiary of the Penn Mutual Life Insurance Company.Insurance licensed in the states of CA Insurance License #0815977. This is not an offer or solicitation in any state(s) where not properly licensed. For insurance licensing information, please contact me at my office at 858-622-0066
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San Diego, California, United States
Independent broker/dealer based in San Diego.
San Diego, Ca
24 years
Greater San Diego Area
Learned the financial planning business from a large company entrenched in comprehensive, needs-based planning. I left in 1996 in favor of a more independent firm offering a broader array of financial solutions to clients.
Heard famed economist Jeremy Siegel speak about stock valuations and contrasting PE ratios of International stocks vs. US stocks.
Activities and Societies: Sigma Pi Fraternity-Pledge Educator-1987, Fall 1988 Rush Chair and Executive Council member-1989
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Rod Evans works for IFG-Independent Financial Group.
Rod Evans is listed as CERTIFIED FINANCIAL PLANNERtm at Comprehensive Financial Group at IFG-Independent Financial Group.
AeroLeads has found 1 work email signal at @htk.com for Rod Evans at IFG-Independent Financial Group.
Rod Evans is based in San Diego, California, United States while working with IFG-Independent Financial Group.
Rod Evans has worked for Ifg-Independent Financial Group, Comprehensive Financial Group, Hornor Townsend & Kent, Bni Del Mar, and Axa Advisors.
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Rod Evans holds 2013 Retirement Income Planning Certification Program, Retirement Income Planning from The Wharton School.
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