Steven A. Evensen, CFP®

Wealth Advisor

BIO

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.

MEDIA

January 3, 2025

Steven Evensen - Setting and Achieving Goals: A Guide for the New Year | Gerber Kawasaki

The new year is here, which means there’s no better time to set your financial goals. This January, GK, Financial Advisor Steven Evensen encourages us to aim big as we begin planning for 2025.

December 6, 2024

Steven Evensen - How To Fund Your Business | Grey Journal

Building a business is a marathon, not a sprint. This week, GK Financial Advisor, Steven Evensen explains why it is extremely important that you are investing your capital in a fiscally responsible way.

November 20, 2024

Steven Evensen - End of Year Planning | Gerber Kawasaki

2025 is less than two months away! As the year comes to a close, GK Financial Advisor Steven Evensen shares a few important steps to ending the year strong!

October 16, 2024

Steven Evensen - Budgeting Shouldn't Be Spooky | Gerber Kawasaki

Creating your budget doesn’t need to be spooky! This October, GK Financial Advisor, Steven Evensen shares three tips that he uses to help his clients create and follow their monthly budget.

October 1, 2024

Steven Evensen - Life Insurance Simplified | Gerber Kawasaki

While Life Insurance can be a daunting subject to discuss, GK Financial Advisor Steven Evensen breaks down everything you need to know to make sure your family’s financial future is safe.

August 16, 2024

Steven Evensen - The 529 Is More Than Just Tuition | Gerber Kawasaki

While the 529 Savings Plan helps millions of Americans afford tuition each year, there are many other ways the funds can be used to benefit students. Check in with Financial Advisor Steven Evensen to learn the many ways 529 savings can be utilized.

July 19, 2024

Steven - Becoming A Millionaire | Steven Evensen

Did you know that saving just a few hundred dollars every month can help you become a millionaire? This week, GK Financial Advisor Steven Evensen explains how pairing consistency with the power of compound interest can help you retire with seven figures!

May 7, 2024

Steven Evensen - Understanding Behavioral Biases | Gerber Kawasaki

Worried your subconscious biases may be getting in the way of your investing efficiency? Check in with GK Financial Advisor Steven Evensen to find out how behavioral bias may be affecting you.

February 6, 2024

Steven Evensen - Important Tax Documents | Gerber Kawasaki

April can be a nightmare if you aren’t prepared for tax season. Luckily, GK Financial Advisor Steven Evensen has you covered! Here is a concise list of the most important tax documents to put together as soon as possible.

January 10, 2024

Steven Evensen - Write Down and Share Your Financial Goals | Gerber Kawasaki

At GK, your financial goals are our 2024 goals! This week, Financial Advisor Steven Evensen shares several studies that demonstrate the most effective ways to set your goals for the year.

December 12, 2023

Steven Evensen - A Simplified Guide To Gift Taxes For Families | Geber Kawasaki

In the season of gifting, it’s important to make sure your understanding of gift-taxes is up to date. Check in with GK Financial Advisor Steven Evensen to make sure your holiday gifts stay with you.

November 6, 2023

Steven Evensen - Maximizing Work Benefits: End-of-Year Planning Essentials | Gerber Kawasaki

As the end of the year approaches, are you taking full advantage of all your possible tax benefits? Financial Advisor Steven Evensen is here to help you maximize your savings before its too late!