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, APMA

Private Wealth Advisor

Kuttin Wealth Management
26
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

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™
  • AWMA℠ Accredited Wealth Management Advisor™
  • CMFC™ Chartered Mutual Fund Counselor™
  • CRPS™ Chartered Retirement Plans Specialist™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7, 63, Life, Accident & Health Licensed

Education

  • BA, Finance and Marketing, SUNY Albany 1999

Awards & recognition

  • Kuttin Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021
  • Forbes Best-in-State Wealth Advisors, 2022-2023

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!