John Evangelista, CFP®

John Evangelista, CFP®

President, CEO

Beginning in 1995, John honed his skills working for a leading global investment firm. With almost three decades of experience specializing in retirement planning and wealth management, he is also a financial education instructor, conducting seminars on a wide range of financial topics.

He has a Bachelor of Science degree from Eastern Michigan University and has been a member of the Ann Arbor community for over 40 years.

John has a passion to give back to the Ann Arbor community through workshops as well as charitable organizations. He currently serves on the Board of Trustees for Hospice of Michigan.

He still lives in the community with his wife, Kris and son, John. They enjoy golfing, traveling and spending time together as a family.

John Evangelista is soley an Investment Advisor Representative of Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and Evangelista & Associates are separate entities from LPL Financial.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.