Evan Hershey Email & Phone Number
Certified Wealth Strategist @ Caldwell Sutter Capital, Inc.
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Evan Hershey Location
- Santa Rosa, CA, US
Evan Hershey Work
- 2023 -now Certified Wealth Strategist @
- 2016 -2023 Vice President - Financial Advisor @
- 2009 -2016 Vice-President Investments @ Umpqua Investments, Inc.
- 2014 -2015 President @ Active 20-30 International
- 2009 -2010 Past National President @ Active 20-30 US & Canada
- 2001 -2009 Financial Planning Specialist @
- 1998 -2001 Financial Advisor @
- 1989 -1996 Owner @ Hershey Landscape
Evan Hershey Education
- University of California, Berkeley
Bachelors (Mathematics)
1995-1998 - Santa Rosa Junior College
Associate of Science (AS) (Mathematics)
1993-1995
Evan Hershey Skills
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Event Planning
- Investment Strategies
- Financial Services
- Leadership
- Multi-generational wealth transfer
- Nonprofits
- Event Management
- College Education Planning
- Investments
- Retirement
- Social Security
- Public Speaking
- Asset Management
- Program Management
- Financial Advisory
- Asset Allocation
- Investment Advisory
- Estate Planning
- Series 7
- Mutual Funds
- Finance
- Strategic Planning
- Customer Service
- Management
- Portfolio Management
- Financial Analysis
- Microsoft Office
- Financial Reporting
- Team Building
- Business Development
- Microsoft Excel
- Sales
- Wealth Management Services
- Multi Generational Wealth Transfer
Evan Hershey Summary
- Evan Hershey, based in Santa Rosa, CA, US, is currently a Certified Wealth Strategist at Caldwell Sutter Capital, Inc.. Evan Hershey brings experience from previous roles at NBC Securities, Inc., Umpqua Investments, Inc., Active 20-30 International and Active 20-30 US & Canada. Evan Hershey holds a 1995 - 1998 Bachelors in Mathematics @ University of California, Berkeley. With a robust skill set that includes Wealth Management, Retirement Planning, Strategic Financial Planning, Event Planning, Investment Strategies and more. Evan Hershey has 2 emails and 2 mobile phone numbers on RocketReach.
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