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Evans L.  Taylor CFP®, CLU®, CHFC®, EA

Evans L. Taylor CFP®, CLU®, CHFC®, EA

Certified Financial Planner®

Evans L. Taylor is a Certified Financial Planner and an Investment Advisor Representative with 25 years of experience in the financial service industry. His client base consist of pre-retirees, retirees, business owners and professionals. His area of specialty includes:

  • Overall comprehensive financial planning
  • Retirement Planning Decisions
  • Investment Portfolio Design and Management
  • Risk Management (Life Insurance, Disability Insurance, Long Term Care and Annuities)

Personal Background

  • Born and raised in Port Barre, Louisiana
  • Served 10 years in the Marine Corps (1980-1990) including a successful tour as a Drill Instructor (1985-1987)
  • Started a career in Financial Services with John Hancock (1990-2000) and played a key role on training a marketing unit on Long Term Care Insurance
  • New England Financial (2000-2007) as Managing Associate/Senior Financial Planner (2007-2010)
  • Allstate Financial Services, LLC (2010-2017) as Exclusive Financial Specialist
  • Cetera Advisor Networks LLC (February 2017)

Professional Designations

  • Chartered Financial Consultant (ChFC® - 1994)
  • Chartered Life Underwriter (CLU® - 1995)
  • Certified Financial Planner (CFP® - 1998)
  • Enrolled Agent (EA - 2002)

Evans is married and has been residing in Hawaii since 1987. He enjoys golfing, exercising and traveling.