Evan Kirsch

Evan brings a wealth of experience to his role as a financial advisor, having previously been a college baseball player and coach. Before entering the financial services industry, Evan served as a district administrator and educator, where he developed his passion for guiding others toward achieving their goals.

Evan’s approach to financial advising is refreshingly straightforward. He believes in complete transparency, offering unbiased guidance that puts his clients’ interests first. Rather than complicated jargon, Evan prioritizes simplicity, ensuring everyone is on the same page throughout the planning process.

Evan’s philosophy centers on telling clients the truth and providing impartial feedback to help them make informed decisions that align with their goals. He assists clients with retirement planning, investment strategies, education funding, and comprehensive financial planning tailored to individual needs. As a devoted husband and father to his son, he understands the importance of planning for your family’s future.

What sets Evan apart is his genuine desire to help people get from point A to point B in their financial journey. He values building authentic relationships with his clients and approaches each interaction with humility and integrity, bringing the same care and dedication to financial planning that defined his career in education.

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I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY