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Ian Evenson

Professional Story

Insurance Strategies, Business Owners, Retirement Strategies, College Funding Strategies

English

I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

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CRN2022072-67436

Check the background of this investment professional on FINRA's BrokerCheck

Personal Story

Chico State (2017-2021)

Golf
Running
Traveling

Relay for Life

Roseville Satellite Office

2241 Douglas Blvd., Suite 100 Roseville, CA 95661
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Roseville Satellite Office Office