Master of Business Administration - MBA (Finance (Portfolio Management))
1999 - 2002
Joint Military Intelligence College
Master of Science - MS (Strategic Intelligence)
1993 - 1994
The University of Texas at Austin
BA (Spanish, Business)
1984 - 1988
Cypress Creek High School
Evelyn Zohlen's Skills
Investments
Program Management
Money
Retirement Planning
Fixed Annuities
Strategic Financial Planning
Portfolio Management
Asset
Wealth Management
Investment Advisory
Evelyn Zohlen's Summary
Evelyn Zohlen, based in Huntington Beach, CA, US, is currently a Regional Director | Senior Financial Planner at Apella Wealth, bringing experience from previous roles at Center for Investments and Wealth Management, UC Irvine, Inspired Financial, Center Club Orange County and Financial Planning Association (FPA). Evelyn Zohlen holds a 2004 - 2004 FPA Residency Program. With a robust skill set that includes Investments, Program Management, Money, Retirement Planning, Fixed Annuities and more, Evelyn Zohlen contributes valuable insights to the industry. Evelyn Zohlen has 3 emails and 1 mobile phone number on RocketReach.