Lynn S. Evans,  CFP<sup>&reg;</sup> - Financial Advisor

Lynn S. Evans, CFP®

Client Relationship Manager

Fidant Wealth Partners

7809 CREFELD ST
Philadelphia, PA 19118-4023
FINANCIAL ADVISOR'S WEBSITE
(859) 341-1841

General

Lynn Evans is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fidant Wealth Partners in Philadelphia, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: PA
  • Health/disability insurance: PA
  • Fixed annuities: PA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Nontraditional Households, Women's Finances

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