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Steven A. Evensen, CFP®

Investment Advisor Representative

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BIO

Steven Evensen, CFP® is an Investment Advisor Representative with Gerber Kawasaki. He was born and raised in Orange County California, where he had the privilege of being able to play football and surf within the same day. He attended San Diego State University and was an executive on multiple business societies while studying business administration with an emphasis in finance.

Steven always knew that he wanted to build relationships and help people succeed. With his newfound knowledge of financial markets, he realized the wealth management profession was the perfect fit for him. He began his career at Vanguard in Scottsdale where he had his first experience helping individual investors. Soon after he left the desert heat to be closer to home, he began working with high-net-worth clients at Charles Schwab in Los Angeles.

As an advocate for continuing education and lifelong learning, he obtained his CFP marks as quickly as possible to sharpen his skills. With the additional knowledge gained from obtaining this designation he can assist clients in all stages of financial planning; from purchasing a first home, to analyzing equity stock options, to reviewing spending in retirement.

Once Steven heard about Gerber Kawasaki, he knew it was the next step for him. Our firm's focus on comprehensive financial planning, progressive investing strategies, and the willingness to work with clients at all asset levels align with his core values.

When he isn’t mastering his craft or working with clients, he enjoys surfing, cooking, reading, and hiking with his girlfriend and their dog India.

CA Insurance Lic:#4108559

Designation Disclaimers
 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.

Candidates for the CERTIFIED FINANCIAL PLANNER™ certification must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Designation training requirements for the CERTIFIED FINANCIAL PLANNER™ certification include completion of a CFP-board registered program, or hold one of the following: Certified Public Accountant (CPA); Chartered Financial Consultant (ChFC); Chartered Life Underwriter (CLU); Chartered Financial Analyst (CFA); Ph.D. in financial planning, finance, business administration or economics; Doctor of Business Administration; or attorney's license. Following completion of the course requirements, applicants must complete a proctored final certification exam and continuing education of 30 hours every two years.

https://www.finra.org/investors/professional-designations/cfp

MEDIA

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!

October 10, 2023

Steven Evensen - A Guide To Simplify Your Budget | Gerber Kawasaki

Budgets are spooky, but GK Financial Advisor Steven Evensen is here to help you make friends with the good green goblin - Money. Use his guide to ensure your future is protected!

August 4, 2023

Steven Evensen - 3 Things To Do Immediately If You Win the $1.35 billion Mega Millions Jackpot | Fox 5

When you win the lottery, you’re given the choice between taking a lump sum cash amount and annuity payments. Which choice is better? Financial Advisor Steven Evensen compares the two options.

August 8, 2023

The SECURE Act 2.0 | Steven Evensen

Financial Advisor Steven Evensen discusses how the SECURE Act 2.0 will impact your 529 Plans and ABLE Accounts when it is put into effect in 2024.

July 6, 2023

Achieving Financial Independence: A Comprehensive Look at the 4% Rule

Financial Advisor Steven Evensen shares the importance of using the 4% rule when saving for retirement.

June 14, 2023

Make the most of your credit card points this summer!

Looking to maximize your credit card points? Check out this breakdown from Financial Advisor Steven Evensen, CFP ®️ on some of his key strategies on how to make the most of your credit card rewards.

May 10, 2023

Lifestyle Creep: The Investor's Silent Dilemma

As financial advisors, its our responsibility is to help investors make informed decisions to grow and protect their wealth. One subtle threat to long-term wealth accumulation that we often see slip under the radar is lifestyle creep. When you get a new job or raise, its enticing to bump up your lifestyle as well, but doing so too early can largely impact your finances down the line.

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