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CERTIFIED FINANCIAL PLANNER

3 months ago

Lansing, United States Latitude Wealth Management LLC Full time

Evans L. Taylor, CFP,CLU,ChFC, EA, is a CERTIFIED FINANCIAL PLANNER / Investment Adviser Representative with 25 years of experience in the financial service industry. His client base consist of pre-retirees, retirees, business owners and professionals. His area of specialty includes: Overall comprehensive financial planning Retirement Planning Decisions Investment Portfolio Design and Management Risk Management (Life Insurance, Disability Insurance, Long Term Care and Annuities) Personal Background Born and raised in Port Barre, Louisiana Served 10 years in the Marine Corps (1980-1990) including a successful tour as a Drill Instructor (1985-1987) Started a career in Financial Services with John Hancock (1990-2000) and played a key role on training a marketing unit on Long Term Care Insurance New England Financial (2000-2007) as Managing Associate/Senior Financial Planner (2007-2010) Cetera Advisor Networks LLC (February 2017) Professional Designations Chartered Financial Consultant (ChFC - 1994) Enrolled Agent (EA - 2002) Evans is married and has been residing in Hawaii since 1987. He enjoys golfing, exercising and traveling.

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