Evan joined LourdMurray’s Los Angeles office in 2021, bringing more than 15 years of experience providing comprehensive financial planning and investment strategies to high-net-worth individuals, families and philanthropic organizations. He brings a holistic approach to working with clients, focused on understanding each client’s unique values and goals, to deliver straightforward and impactful planning and advice across all aspects of their financial lives.
Evan holds both the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP ®) designations. Prior to joining LourdMurray, he held positions at Fidelity Investments, West Coast Financial and Wells Fargo’s Wealth Management Group. Evan earned a Bachelor of Arts in Economics from California State University Northridge.
He is a Santa Monica native and an ardent, life-long motorsports fan.