Steven Evensen, Financial Advisor | Financial Professional

About Steven

Steven Evensen, CFP®, is a Wealth Advisor at Gerber Kawasaki Wealth & Investment Management. He specializes in personalized financial planning and investment management for individuals with equity compensation, tech professionals, and entrepreneurs building and scaling their businesses. Steven is pa... One thing I want my clients to know about me is... I’ve faced similar financial challenges as my clients, which drives my passion for simplifying finances and creating strategies that bring clarity and confidence to their future.

Areas of focus

Credentials & background

Designations

Licenses

SIE

Education

Bachelors of Science - Business Administration San Diego State University (2016)

Clients served

Tech EmployeesTech SalesStartup EmployeesSoftware EngineersNew InvestorsParents of Special Needs ChildrenLGBTQ+Wealthy FamiliesBusiness OwnersEntrepreneursRetireesHigh Net Worth IndividualsWomen in Tech

Steven Evensen