Evans L. Taylor, CFP®,CLU®,ChFC®, EA
Certified Financial Planner
Evans L. Taylor is a Certified Financial Planner and an Investment Advisor Representative with 25 years of experience in the financial service industry. His client base consist of pre-retirees, retirees, business owners and professionals. His area of specialty includes:
- Overall comprehensive financial planning
- Retirement Planning Decisions
- Investment Portfolio Design and Management
- Risk Management (Life Insurance, Disability Insurance, Long Term Care and Annuities)
Personal Background
- Born and raised in Port Barre, Louisiana
- Served 10 years in the Marine Corps (1980-1990) including a successful tour as a Drill Instructor (1985-1987)
- Started a career in Financial Services with John Hancock (1990-2000) and played a key role on training a marketing unit on Long Term Care Insurance
- New England Financial (2000-2007) as Managing Associate/Senior Financial Planner (2007-2010)
- Allstate Financial Services, LLC (2010-2017) as Exclusive Financial Specialist
- Cetera Advisor Networks LLC (February 2017)
Professional Designations
- Chartered Financial Consultant (ChFC® - 1994)
- Chartered Life Underwriter (CLU® - 1995)
- Certified Financial Planner (CFP® - 1998)
- Enrolled Agent (EA - 2002)
Evans is married and has been residing in Hawaii since 1987. He enjoys golfing, exercising and traveling.