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.