Evan L. Hershey
Vice President & Financial Consultant
Mr. Hershey has been in the financial services industry for approximately 17 years. Prior to joining NBC Securities, he served as a Financial Consultant with Umpqua Investments (2009 to 2016), Morgan Stanley Smith Barney, Citigroup Global Markets and UBS Paine Webber.
In addition to his licensing accomplishments, Evan has also earned a Certified Wealth Strategist designation through Cannon Financial Institute. The Cannon CWS® designation focuses on 13 factors that have the most significant effects on wealth management. By understanding each of these issues and how they impact individuals’ thoughts, feelings and behavior towards their wealth, the CWS® is better able to provide guidance to their clients on navigating an ever-changing global investment climate.
Mr. Hershey is focused on providing long-term planning based solutions to individual investors and small to medium-sized businesses who desire comprehensive financial planning, asset management, and estate consulting – applying a holistic approach to total wealth management. By taking the time to understand the specific financial objectives of each of his clients, Mr. Hershey can design, implement, manage and monitor a strategy that is tailored to each client’s unique needs. This approach enables him to develop a comprehensive plan that is designed to achieve his clients’ financial goals and dreams.
- BA in Mathematics – University of California, Berkley
- FINRA Licenses: Series 7, 63 & 65
- Certified Wealth Strategist
- Life and Disability Insurance Licensed
- Finance Committee Chair and Board Member – Santa Rosa Chamber of Commerce
- Member – Sonoma County Alliance
Areas of Focus
- Strategic Financial Planning
- Holistic Wealth Management
- Retirement and College Planning
- 401(k) Plan Specialist