GREG EVANS, CEP, CFP® , CFP®
Principal, Private Client Advisor
Greg is a private client advisor in our Wolfeboro, New Hampshire office. Working closely with our investment advisors, he helps clients navigate their complex financial lives. He is dedicated to simplifying the complexities of wealth management and providing guidance to support each client’s unique needs and goals. He utilizes a holistic wealth management process that incorporates the core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, estate, and legacy planning. He also coordinates with client’s family members and outside trusted advisors. He takes pride in building strong relationships with his clients, providing the highest level of service and an exceptional client experience. Greg has been a CERTIFIED FINANCIAL PLANNER® professional since 2009.
Greg has over 30 years of wealth management experience. He most recently served as the Director of Equity Compensation Planning with RWA Wealth Partners. Prior to RWA Wealth Partners, he served as Director, Executive Services Officer as well as Portfolio Advisory Services Relationship Officer during his 28-year career with Fidelity Investments.
BA, Economics, University of California, Santa Barbara
CERTIFIED FINANCIAL PLANNER® (CFP)
Certified Equity Professional (CEP)