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Steven Evensen, CFP ® | Financial Advisor

Profile img for Steven Evensen, financial advisor at Gerber Kawasaki
Los Angeles, CA
Steven Evensen, CFP ®
Financial Advisor
Financial Advisor at
Gerber Kawasaki

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Steven Evensen, CFP®, is an Investment Advisor Representative with Gerber Kawasaki, where he specializes in comprehensive financial planning and wealth management. Steven has a deep understanding of the unique challenges and opportunities faced by individuals with equity compensation, as well as entrepreneurs building their businesses. His goal is to simplify personal finance, relieve stress for his clients, and free up their time to focus on what they are most passionate about. Steven’s journey into the financial world began in college, where he initially knew little about personal finance. After facing and overcoming many common financial challenges himself, he became determined to master the subject. His passion for finance quickly grew, leading him to spearhead multiple campus organizations aimed at helping fellow students build their financial literacy. Steven’s career has since taken him through some of the largest financial institutions in the world, including Vanguard and Charles Schwab, before he found his place at Gerber Kawasaki. Outside of work, Steven enjoys running, cooking, and hiking with his wife and their two dogs. His personal experiences and professional background make him a dedicated advisor who understands both the complexities of finance and the value of living a fulfilling life.
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Specialties and Expertise

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Cash Flow Analysis
Debt Management
Portfolio Construction
Tax Minimization Investment Strategies
Trust Services
Cryptocurrency & NFTs
College Planning
Business Ownership Strategies

Clientele

5
New Investors
Tech Employees
Startup Employees
Tech Sales
Software Engineers

Credentials and Designations

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Certified Financial Planner™

Education

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San Diego State UniversityBachelors of Science - Business AdministrationYear Obtained: 2016
Quick Facts About Steven
Years of Experience:6 yearsMember since:2023Average Account Size:$200,000Number of clients:150

Services Provided

How I help my clients

Financial Planning

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Investment Management

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Tax Planning

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Estate Planning Strategies

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Pricing Models

AUM
One Time Fee
Hourly Fee

Proof of License

SEC Profile
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Los Angeles, CA
Steven Evensen, CFP ®
Financial Advisor
Financial Advisor at
Gerber Kawasaki
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Profile last updated: 03-04-2025