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Evelyn Zohlen
Wealth manager serving mostly women in transition. This woman of faith loves to run, read, eat and enjoy wine.
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Evelyn Zohlen Jun 27
Proud to partner with on its campaign! Learn about what you can do to make the right money decisions and become financially independent: .
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Evelyn Zohlen Nov 19
Honored to be part of ’s 2018 class of Women to Watch. Read more at
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MichaelKitces 15 Aug 18
. President-Elect talking about FPA's updated Primary Aim to massive 300+ advisor turnout for the Quarterly Educational Meeting! Congrats on all the chapter growth!
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Financial Planning Association (FPA) 6 Feb 18
Great article via , including quotes from 2018 FPA President Frank Pare, CFP®: "Why Matters in an Era of Deregulation" -
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Evelyn Zohlen 1 Feb 18
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Evelyn Zohlen 1 Feb 18
Another thing I wished I knew when I started as a planner: my professional colleagues are not my competitors but are one of my greatest resources. They’ve been true partners in my success.
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Daniel Crosbethankfulforallyouhave 🦃 31 Jan 18
Replying to @danielcrosby
In terms of skill, women are better investors than men on average. Full stop. Save .4% more and have .4%/year better returns – Fidelity Outperform men by 1%/year – Barber and Odean Outperformance grew from .4%/year in up market to 1.3%/year in down – Openfolio
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Evelyn Zohlen 31 Jan 18
On my first day as an financial planner I wish I’d known the value of having a niche! Being an “expert” is exciting and a privilege!
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MichaelKitces 1 Nov 17
The 2018 inflation adjustments for estate planning are out. Annual gift exemption up to $15k, estate up to $5.6M.
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Evelyn Zohlen 30 Oct 17
Proud of UCI's LifeVest program. Changing lives by improving financial literacy among teens!
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Evelyn Zohlen 4 Oct 17
Gratitude is the antidote to materialism.
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Evelyn Zohlen 4 Oct 17
Best way to manage financial stress? Make a plan, implement, & be patient to get results. So, go see a fin planner!
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Evelyn Zohlen 4 Oct 17
Biggest age accelerator: STRESS! Not liking those wrinkles? Think about reducing stress in your life!
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Evelyn Zohlen 4 Oct 17
We adapt to how much money we have & compare ourselves finances to others. Big hurdles for good financial decisions
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Evelyn Zohlen 4 Oct 17
Our brains are not hard-wired for delayed satisfaction. The longer the delay, the less impressed our brain is.
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Evelyn Zohlen 4 Oct 17
Biggest mistake busy people make is losing touch w/other people. To build social capital, we must connect face2face
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Evelyn Zohlen 4 Oct 17
Moderate happiness is key. Shoot for an 8 out of 10 on the Misery-to-Bliss scale.
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Evelyn Zohlen 4 Oct 17
says: Money doesn't buy happiness but happiness does lead to more money/success. Evelyn says: Time to get a puppy!
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Financial Planning Association (FPA) 4 Oct 17
...and FIRST PLACE in this year's Financial Planning Challenge goes to the team! Well done, Wolverines!
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Jocelyn D Wright CFP® 4 Oct 17
To all my fellow planners, Happy World Financial Planning Day! Keep making a difference.
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