Evan graduated from Salve Regina in Newport, RI in 2011 with a Bachelor of Arts degree in Financial Management. Evan’s background includes fixed income trading on Wall Street and corporate treasury experience within the Fortune 100. He utilizes this experience to bring an analytical approach to financial planning and works alongside his father Jim, also of R.I.C.H. Planning Group.
Evan obtained his CERTIFIED FINANCIAL PLANNER™ practitioner designation and holds FINRA registration Series 7,63 and 65, along with Life and Health insurance licenses.
Evan lives in Madison where he and his family enjoy being active within the community.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
R.I.C.H. Planning Group, LLC.
90 Woodbridge Center Drive
Woodbridge, NJ 07095
R.I.C.H. Planning Group, LLC.
10 Madison Avenue
Morristown, NJ 07960
R.I.C.H. Planning Group, LLC.
1967 Highway 34
Building C, Suite 201
Wall, NJ 07719
R.I.C.H. Planning Group, LLC.
50 Division Street
Suite 501
Somerville, NJ 08876