Skip to main content

Our financial advice team


Evan Branfman, Private Wealth Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Evan Branfman

CRPC®, AAMS®, AWMA®, CMFC®, CRPS®

Private Wealth Advisor

Managing Partner of
Kuttin Wealth Management
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Interests

I enjoy spending time with my son Max, my daughter Stella, and my wife, Kelly.

Our little family, including our three doges and two cats, are extremely spoiled with the gourmet cooking that we do over the weekends!

Awards & recognition

  • Kuttin Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021
  • Forbes Best-in-State Wealth Advisors, 2022

Qualifications

  • CFS® Certified Fund Specialist
  • CMFC® Chartered Mutual Fund Counselor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • AAMS® Accredited Asset Management Specialist℠
  • AWMA® Accredited Wealth Management Advisor℠
  • Series 7, 63, Life, Accident & Health Licensed

Education

  • BA, Finance and Marketing, SUNY Albany 1999