Evelyn M. Zohlen,  CFP<sup>&reg;</sup> - Financial Advisor

Evelyn M. Zohlen, CFP®

MBA, MS,

President

Inspired Financial

5011 Argosy Ave, Ste 7
Huntington Beach, CA 92649
FINANCIAL ADVISOR'S WEBSITE
(714) 971-0663

General

Evelyn Zohlen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Inspired Financial in Huntington Beach, CA and the surrounding communities.

Financial Advisor Overview

Founded in 2003, Inspired Financial™ is a fee-only Registered Investment Advisor providing comprehensive wealth management services. We strive to be the “kind of advisor our clients didn’t know existed” by providing a level of personal care and understanding that goes beyond expectations. An Inspired Financial™ approach will enable you to: - Help and protect your family - Enjoy and maintain your lifestyle - Plan ahead for the expected and unexpected - Create a legacy - Feel secure knowing that your financial affairs are in order Our goal is to empower clients – primarily women and families – to feel comfortable managing their financial lives, especially during and after times of significant change. Our passion derives, in large part, from our own personal experiences with life-altering events. We help you make the best use of the resources you have to benefit your life, your family and your community. “Wealth” is not just the money you have, it is your ability to use money to achieve the kind of life you want.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA, MS

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Career Change, Asset Allocation, Investment Management, Getting Divorced, Getting Married, Job Loss, Retirement, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources