Profile

Name

Evan Beach CFP

Company

Campbell Wealth Management

About

Evan is a graduate of the University of Delaware’s school of Business and Economics.

He got his start in the Wealth Management industry straight out of school with ING Financial Partners. In 2014 he was the number one ranked advisor of 240 at McAdam based on revenue. After spending six years with the same firm, Evan joined Campbell Wealth Management in 2015.

Evan is known for his knowledge of the planning issues that arise in retirement including Social Security. He has instructed classes throughout the Capital region on these topics. Much of his time is spent helping recent widows and widowers with financial planning issues. Evan is frequent contributor and has been published on Yahoo Finance, CNBC, Credit.com, TheStreet.com, Bloomberg, U.S. News and World Report, amongst others.

Making further education a priority, at the age of 26, Evan earned his CERTIFIED FINANCIAL PLANNER™ certification becoming one of only 3.3% of CFP® practitioners in their 20’s as of 5/31/15 as named by the CFP® Board. He has an executive certificate in Financial Planning from Georgetown University and is an Accredited Wealth Management Advisor- An industry designation awarded to those with specific planning knowledge for high net worth individuals and small businesses.

Evan is actively involved in the financial planning community. He is a member of the Financial Planning Association, National Capital Area. When he isn’t working with clients, Evan loves playing soccer and traveling internationally. He lives on Capitol Hill, with his wife, Ali, and dog, Tenley.