Evan began his career in the summer of 1988 as the very first intern for New York City’s #1 insurance agency, Mass Mutual Life. From 1988 to 2009, he provided insurance-based financial planning advice to investment bankers, attorneys, and business owners in NYC.
With a strong desire to provide a higher level of objectivity and transparency, he became independent in 2009 and started a fee-only, registered investment advisory firm offering wealth management and retirement income planning services, specifically aging baby boomers.
In 2019, Evan partnered with Nainesh Shah to form Complete Advisors LLC to help pre-retirees plan financially for what’s next in their lives. Born and raised in Whitestone, Queens, Evan currently lives on Long Island with his wife and two children. In his spare time he enjoys reading and playing golf and tennis.