Broker Check
John Evangelista | CERTIFIED FINANCIAL PLANNER™

John Evangelista | CERTIFIED FINANCIAL PLANNER™

President, CEO

Beginning in 1995, John honed his skills working for a leading global investment firm. With over two 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 is currently the Chairman of the Board of Directors at Arbor Hospice, Inc. and 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.