Broker Check
Evan Lavoie, CFP,® CRPC,® CDFA®

Evan Lavoie, CFP,® CRPC,® CDFA®

Partner

My goal in life is to leave the world a little bit better than how I found it. With that said, I started my career as a Financial Advisor back in 2006 because I wanted to help people live their best life possible. I get a great sense of satisfaction in helping individuals reach their own goals in life. I’m fascinated with getting to know someone on a personal level, hearing their life stories, and developing comprehensive solutions when planning for their retirement and other wealth management needs. I pride myself on being an educator and a mentor who helps guide people down a path that they've chosen for themselves. I feel tremendous joy and enthusiasm knowing that I help my clients to confidently make big life decisions that allow them to feel a sense of well-being in their retirement years.

Besides loving my career choice, I live my best life possible by spending time outside of work with the two most important people in my life — my wife Janna and my son Aidan. They're my everything! One hobby that holds a special place in my heart is tinkering with vintage sports cars. It’s a passion of mine that I try to take time for on a regular basis. You can frequently see me at Cars & Coffee or Porsche specific events hanging out with other passionate gearheads or in my garage on the weekend turning a wrench.

 

EDUCATION & REGISTRATIONS:

  • Bachelor of Science in Business Administration with a focus in finance, California State University San Marcos
  • CERTIFIED FINANCIAL PLANNER™ certification (CFP® certification), College for Financial Planning
  • Chartered Retirement Planning Counselor™ (CRPC®) designation, College for Financial Planning
  • Certified Divorce Financial Analyst (CDFA®)*, Institute for Divorce Financial Analysts
  • Advanced financial planning certification, Bryant University of Boston
 *Divorce financial analysis is not offered through Lincoln Financial Advisors. 

 

PUBLICATIONS:

Evan is an avid blogger on financial topics and has been quoted in articles in U.S. News & World Report, Nasdaq.com, and creditcards.com.
 
 

AWARDS & RECOGNITION:

Recipient of the prestigious Orange County Five Star Professional Award for Wealth Managers from 2015-2020. 
 
*The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. We were independently nominated for the award. No fee was required for nomination, receipt or promotion of this award. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success.

 

CRN-3305078-102720