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John E
CFP®, Series 66
Cape Coral, FL
OSAIC
John Evans is a CFP® with 16 years of experience in the financial services industry. He currently works at Osaic and has prior experience at Four Pillars Investment Management, Commonwealth Financial Network, and Edward Jones. His other business activities include fixed insurance sales and monitoring assets for clients through Four Pillars Investment Management. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services across multiple platforms. The firm employs a variety of asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.
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