After a very short stint as a Class A PGA Golf Professional, Evan Wohl started in financial planning in 2008, after graduating from Penn State University. Evan's lifelong appetite for learning and growth lead him to earn several high level industry designations. CFP®, CLU®, ChFC®, RICP®
Evan's clients receive thoughtful insight into the security and prosperity of their personal economy. He provides tools and strategies to measure and improve your cash flow as well as understand whether or not you are on track to accomplish your evolving financial goals. Evan maintains collaborative relationships with his clients, in which they are always making proactive decisions to move their plan forward.
Evan and his wife, Laurie, have three beautiful children, Quinn, Parker and Bodie. He currently sits on the board of The Hope Gala. The Hope Gala was created to support fundraising efforts on behalf of The Four Diamonds Fund and The Penn State Dance Marathon (THON™). The Hope Gala contributes to the mission of conquering childhood cancer. All proceeds benefit pediatric cancer patients at the Penn State Children’s Hospital and their families in need of financial aid, medical assistance, and emotional support.
When not working or spending time with his young family, he can likely be found on the golf course, and often surrounded by good friends.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), supervised from 800 Westchester Avenue, Suite N-409, Rye Brook, NY 10573, (914) 288-8800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Opus Private Client, LLC is not an affiliate or subsidiary of Guardian. Opus Private Client, LLC is not an affiliate or subsidiary of Guardian. This title has been conferred solely for those with managerial responsibilities and an ownership interest within the organization. CA Insurance License # 0H04936.