Evan Febles
Crafting Personalized Finacial Plans and Tax Mitigation Strategies for Corporate Executives.
- Role
- Financial Advisor at Equitable Advisors
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Evan Febles
As a Financial Advisor, I am passionate about empowering our clients to build and safeguard their wealth through our personalized planning process. Our flexible platform caters to diverse needs - assets under management, retirement, and estate planning, life insurance, long-term-care, and disability coverage. By tailoring unique plans, we connect you with a range of products from top investment and insurance providers. Graduating from Caldwell University and continuing my education at Columbia University, I currently hold the New Jersey Life and Accident/Health licenses, as well as the Series 7, and Series 66 registrations. I am originally from Edison, New Jersey, I enjoy traveling and sports. In addition, I am active in the sports community, having been a former college lacrosse athlete. I also founded my own company dedicated to helping sports teams and organizations grow. 73••••••71 e••••••••@equitable.com Book a meeting here: https://calendar.cirrusinsight.com/schedule/EQintroductorycall
Experience
Financial Advisor
Dec 2023 — Present · NJ, US
Equitable Advisors was formerly known as AXA Advisors until January 2020. As a committed Financial Advisor. my focus is on empowering clients to construct and safeguard their wealth through our personalized planning approach. Joining Equitable Advisors in April of 2023, right from Caldwell University, I bring dedication to delivering comprehensive financial solutions. Possessing the New Jersey Life and Accident? Health Licenses, alongside Series 7 and Series 66 registrations. I offer a solid foundation to assist clients in their financial journey. Our adaptable platform caters to diverse needs, encompassing assets under management, retirement and estate planning, life insurance, long-term-care, and disability coverage.
Education
Columbia University
Holistic Financial Coach, Finance
2024 — 2024
Caldwell University
Bachelor's degree, Sports Management
2019 — 2023
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