Steven Evensen, CFP ®

Most of 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 life. Living in Los Angeles has also brought more creatives into my practice. I work with people in film, music, and design whose income arrives in bursts rather than steady paychecks, which changes how we approach cash flow, tax planning, and saving. The goals are usually the same as anyone else's. The path there just looks different when a good year and a quiet year can sit back to back.