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Our financial advice team


Reid Evans

Reid Evans

CFP®, AAMS®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
The McCulla Group
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 1 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Social Security Retirement Benefits
  • Retirement Income Strategies

Interests

Coaching, Travel, Reading

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • AAMS® Accredited Asset Management Specialist℠

Education

  • Central College, Bachelor of Arts, 2001
  • University of Northern Iowa, Master of Arts, 2012