Steven Evensen, CFP ®
Financial Advisor at
Gerber Kawasaki
Years of Experience
6 years
Number of Clients
150
Average Client Size
$200,000
Member Since
2023
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I’ve faced similar financial challenges as my clients, which drives my passion for simplifying finances and creating strategies that bring clarity and confidence to their future.
Clientele
My clients are professionals in their 20s to 50s, often in tech or entrepreneurs with equity compensation or growing businesses. They aim to optimize stock options, build wealth, plan for major life goals, and retire comfortably. I help simplify complex decisions, manage tax implications, and create personalized strategies so they can focus on what matters most—family, passions, and a fulfilling
Services Provided
Financial Planning
Investment Management
Tax Planning
Estate Planning Strategies
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Education
San Diego State University
Bachelors of Science - Business Administration
Obtained in 2016
Advisor Links
Disclosures and Proof of License
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