Evan Barrett, to its platform. Evan was a Registered Representative of AXA Advisors for over nine-and-a-half years and brings a passion and expertise to the area of comprehensive financial planning. In his own words, his value proposition is simple: “We help people make great decisions about their money based on their core values and specific goals. We provide planning, ongoing advice, and accountability.” In managing client accounts, Evan utilizes the investment management services of SEI Investments Management Corp, whose team of over 100 investment professionals across four countries manages approximately $166 billion dollars in assets under management.
Evan holds the professional designations of CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®) and Retirement Income Certified Professional® (RICP®). He is a member of the Financial Planning Association and the Million Dollar Round Table, an international network of insurance and investment advisors who seek to serve their clients by exemplary performance and the highest standards of ethics, knowledge, service, and productivity.
Evan was born and raised in Lawrenceville, New Jersey. After graduating from college in Baltimore, Maryland, Evan moved to New York City where he worked for over a decade in the entertainment industry in various capacities from stage, film and television actor to talent agent and then to running his own production company. Evan graduated from The Johns Hopkins University with a Bachelor of Arts Degree in Political Science and a minor in Psychology. While at The Johns Hopkins University, Evan played on its baseball team, which in 1992, represented the United States in an international baseball tournament in Prague, Czechoslovakia, and Moscow, Russia.
Evan moved to Los Angeles in 2006 and now resides in Tarzana, CA, with his wife and two young daughters. During Evan’s imaginary free time, he can be found hitting golf balls at the Woodland Hills Country Club. When his girls are big enough and no longer want to “spend time with Dad,” Evan hopes to recapture weekend glory on the baseball field.