Paul Evans - Vice President and Partner

Paul Evans - Vice President and Partner

ChFC, CLU, CFEd, CFP - Located at the Prior Lake State Bank

Phone: 952-440-0954
Fax: 952-440-0994
Mobile Phone: 612-618-5851
E-mail:

 

As a business owner, inventor and former bank president, Paul E. Evans is uniquely qualified to help people achieve their financial goals. Our philosophy is that the greatest satisfaction in life comes from serving others and that one of the best ways to serve our clients is through a long-term financial consulting relationship. Since 1979, Paul has worked primarily with individuals and business owners on comprehensive planning and investment advisory services to include qualified plans, business continuity and estate planning.
 
Credentials and Professional Designations:
Chartered Financial Consultant (ChFC) - An advanced designation offered through the American College that concentrates on financial planning for small businesses.
 
Chartered Life Underwriter (CLU) - An advanced designation offered through the American College that concentrates on insurance analysis and estate planning.
 
Certified Financial Educator (CFEd) - A specialty designation issued through the Heartland Institute of Financial Education (HIFE) dealing with college level workplace and corporate financial education.
 
Certified Financial Planner (CFP) - A designation issued by an independent board for financial planning. The CFP is widely considered to be a very prestigious and important designation in the industry for advisors who offer comprehensive planning services.
 
Certificate in Financial Planning from the prestigious Wharton School in Pennsylvania.
 
Securities Licenses:
Series 6 NASD - License for mutual funds and variable insurance/annuities
Series 7 NASD - License for general securities (stocks, bonds, mutual funds)
Series 63 NASAA - License for federal and state securities regulations
Series 65 NASAA - License for investment advisory business and fee-based financial planning
 
Insurance License:
Department of Commerce general insurance license for traditional (term, whole life, universal life and variable life), annuities, health, long-term care, disability, and group insurance.