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Evan L
CFP®, Series 65, Series 66
Hemet, CA
Level Financial Advisors, Inc.
Evan Loomis is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Level Financial Advisors, Inc., a team of eight advisors, and previously operated his own consulting business, Loomis Financial Consulting, for eight years. His prior experience includes roles at Merrill, First Financial Consulting, and Banc Of America Investment Services. Level Financial Advisors serves individuals, families, trusts, non-profit organizations, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm employs an asset-allocation approach using diversified mutual fund and ETF models, offers direct indexing for tax-loss harvesting, and distinguishes itself with a quarterly client letter sold to other firms and formal participant education workshops.
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