Evan Loomis, CFP^®

Evan Loomis joined Level Financial Advisors in March 2025 as a Financial Advisor, bringing a wealth of experience in financial planning and leadership. He holds a Master of Science in Financial Planning from Golden Gate University and a Bachelor of Science in Organizational Leadership from Azusa Pacific University. Additionally, Evan earned his Certified Financial Planner™ (CFP®) designation in 2024 and has a Certificate in Financial Planning from UCLA Extension. Beyond his work at Level Financial Advisors, Evan is deeply engaged in the financial planning community. He serves on the West Region Board of the National Association of Personal Financial Advisors (NAPFA) and actively contributes to nonprofit initiatives, including The Phil Simon Clinic Tanzania Project, where he has held board and committee roles since 2020. Evan is also passionate about education and mentorship, serving as an adjunct professor in the financial planning program at California Baptist University. With a background as a former NCAA collegiate soccer player and 16 years of coaching experience, he maintains a strong connection to the sport and holds a United States Soccer Federation (USSF) national coaching license. Originally from Altadena, California, Evan currently resides in Hemet, CA, with his wife, Tori, and their blended family of seven children. He is an avid LA Galaxy fan and is currently pursuing a PhD in Leadership Studies at California Baptist University.

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Personal Taxes