Evelyn Zohlen

Evelyn Zohlen has a strong and extensive work experience in the financial planning industry. Evelyn is currently working as a Regional Director and Senior Financial Planner at Apella Wealth since July 2023. Prior to this, they worked at Center for Investments and Wealth Management, UC Irvine as an Advisory Board member starting from July 2010. From June 2002 to June 2023, Evelyn served as the Owner/President of Inspired Financial. Additionally, they have been an active member and held leadership positions in various organizations such as the Center Club Orange County, Financial Planning Association (FPA), Financial Planning Association - Orange County Chapter, and WomanSage. Earlier in their career, they worked as a Relationship Manager at The Vanguard Group from April 1998 to July 2002.

Evelyn Zohlen's education history begins with their attendance at Cypress Creek High School, although no specific years are provided. Following high school, they obtained a Bachelor of Arts degree in Spanish and Business from The University of Texas at Austin, graduating between 1984 and 1988.

In 1993, Evelyn enrolled at the Joint Military Intelligence College and completed a Master of Science degree in Strategic Intelligence the following year. Continuing their education, they pursued a Master of Business Administration (MBA) degree in Finance with a specialization in Portfolio Management at Villanova University. Evelyn commenced their studies in 1999 and successfully completed the program in 2002.

Furthermore, Evelyn participated in the FPA Residency Program at UCLA Lake Arrowhead in 2004, although no degree or field of study is specified.

Evelyn Zohlen also holds a certification as a Certified Financial Planner (CFP), which was granted by the CFP Board. However, the specific date of attainment is not provided.