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Stephen D. Evans, Cfp® Email & Phone Number

Helping Business Owners, Executives, and Medical Professionals spend more time with their families by simplifying their finances at Evans Wealth Planning
Location: Springfield, Missouri, United States 3 work roles 2 schools
1 work email found @evanswealthplanning.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@evanswealthplanning.com
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Current company
Evans Wealth Planning
Role
Helping Business Owners, Executives, and Medical Professionals spend more time with their families by simplifying their finances
Location
Springfield, Missouri, United States
Company size
5 employees

Who is Stephen D. Evans, Cfp®? Overview

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Quick answer

Stephen D. Evans, Cfp® is listed as Helping Business Owners, Executives, and Medical Professionals spend more time with their families by simplifying their finances at Evans Wealth Planning, a with 5 employees, based in Springfield, Missouri, United States. AeroLeads shows a work email signal at evanswealthplanning.com and a matched LinkedIn profile for Stephen D. Evans, Cfp®.

Stephen D. Evans, Cfp® previously worked as Owner at Evans Wealth Planning and Owner at Normal Properties Llc. Stephen D. Evans, Cfp® holds Personal Financial Planning from University Of Missouri-Columbia.

Company email context

Email format at Evans Wealth Planning

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*@evanswealthplanning.com
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AeroLeads found 1 current-domain work email signal for Stephen D. Evans, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Stephen D. Evans, Cfp®

I am the owner and managing member of Evans Wealth Planning, located in Springfield, MO. I have over twenty years of experience within the financial services industry. Born and raised in Springfield, I attended the University of Missouri and graduated in 2003 with a Bachelor of Science degree in Personal Financial Planning. Before starting my own business, Evans Wealth Planning, in 2008, I worked for a regional financial firm for several years.I became a CERTIFIED FINANCIAL PLANNER™ in the spring of 2010 to better serve my clients. In addition to being a CFP®, I have completed the FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Exam) licenses and hold licensure for health and life within the state of Missouri. I am also an active member of the Greene County Estate Planning Council, a community of attorneys, CPAs, and Financial Professionals.In January of 2013, I was selected as one of Springfield Business Journal's 40 under 40, recognized by a panel of judges as one of the top up-and-coming professionals under the age of 40 in the Springfield, Missouri area.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Evans Wealth Management is not affiliated with Kestra IS or Kestra AS..This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.

Listed skills include Financial Planning, Financial Services, Customer Service, Customer Focused Service, and 18 others.

Current workplace

Stephen D. Evans, Cfp®'s current company

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Evans Wealth Planning
Evans Wealth Planning
Helping Business Owners, Executives, and Medical Professionals spend more time with their families by simplifying their finances
319 N Main Ave Suite #310, Springfield,MO 65806,United States
Website
evanswealthplanning.com
Employees
5
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3 roles

Stephen D. Evans, Cfp® work experience

A career timeline built from the work history available for this profile.

Owner

Current
Evans Wealth Planning

Located in Springfield, Missouri Evans Wealth Planning strives to provide an exceptional client experience. We use a comprehensive and holistic investment approach for your wealth that integrates your long term goals with financial solutions using a planning based consultative approach. First and foremost, our main focus is to understand our clients. We will spend as much time as necessary to understand your unique goals before any investment decisions are made. Our mission is to gain a deep understanding of our client’s dreams and risk tolerance as well as to assist our clients in providing a plan to reach those dreams while creating long-lasting relationships.This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.

Jan 2008 - Present

Owner

Current
Normal Properties Llc

Normal Properties owns and operates rental houses in Springfield Mo.

Nov 2004 - Present
Team & coworkers

Colleagues at Evans Wealth Planning

Other employees you can reach at evanswealthplanning.com. View company contacts for 5 employees →

RW Ryan Waits Ryan Waits Colleague at Evans Wealth PlanningSpringfield-Branson, Missouri Area, United States View → CF Caleb Faulk Caleb Faulk Colleague at Evans Wealth PlanningSpringfield, Missouri, United States View → MP Mackenzie Palmer Mackenzie Palmer Colleague at Evans Wealth PlanningSpringfield, Missouri, United States View →
2 education records

Stephen D. Evans, Cfp® education

Personal Financial Planning

University Of Missouri-Columbia

Education record

Kickapoo High School
FAQ

Frequently asked questions about Stephen D. Evans, Cfp®

Quick answers generated from the profile data available on this page.

What company does Stephen D. Evans, Cfp® work for?

Stephen D. Evans, Cfp® works for Evans Wealth Planning.

What is Stephen D. Evans, Cfp®'s role at Evans Wealth Planning?

Stephen D. Evans, Cfp® is listed as Helping Business Owners, Executives, and Medical Professionals spend more time with their families by simplifying their finances at Evans Wealth Planning.

What is Stephen D. Evans, Cfp®'s email address?

AeroLeads has found 1 work email signal at @evanswealthplanning.com for Stephen D. Evans, Cfp® at Evans Wealth Planning.

Where is Stephen D. Evans, Cfp® based?

Stephen D. Evans, Cfp® is based in Springfield, Missouri, United States while working with Evans Wealth Planning.

What companies has Stephen D. Evans, Cfp® worked for?

Stephen D. Evans, Cfp® has worked for Evans Wealth Planning, Normal Properties Llc, and Waddell & Reed Financial Services.

Who are Stephen D. Evans, Cfp®'s colleagues at Evans Wealth Planning?

Stephen D. Evans, Cfp®'s colleagues at Evans Wealth Planning include Ryan Waits, Caleb Faulk, and Mackenzie Palmer.

How can I contact Stephen D. Evans, Cfp®?

You can use AeroLeads to view verified contact signals for Stephen D. Evans, Cfp® at Evans Wealth Planning, including work email, phone, and LinkedIn data when available.

What schools did Stephen D. Evans, Cfp® attend?

Stephen D. Evans, Cfp® holds Personal Financial Planning from University Of Missouri-Columbia.

What skills is Stephen D. Evans, Cfp® known for?

Stephen D. Evans, Cfp® is listed with skills including Financial Planning, Financial Services, Customer Service, Customer Focused Service, Retirement Planning, Project Planning, Estate Planning, and Finance.

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