BIO
Steven Evensen, CFP®, is an Investment Advisor Representative with Gerber Kawasaki, where he specializes in comprehensive financial planning and wealth management. Steven has a deep understanding of the unique challenges and opportunities faced by individuals with equity compensation, as well as entrepreneurs building their businesses. His goal is to simplify personal finance, relieve stress for his clients, and free up their time to focus on what they are most passionate about.
Steven’s journey into the financial world began in college, where he initially knew little about personal finance. After facing and overcoming many common financial challenges himself, he became determined to master the subject. His passion for finance quickly grew, leading him to spearhead multiple campus organizations aimed at helping fellow students build their financial literacy. Steven’s career has since taken him through some of the largest financial institutions in the world, including Vanguard and Charles Schwab, before he found his place at Gerber Kawasaki.
Outside of work, Steven enjoys running, cooking, and hiking with his wife and their two dogs. His personal experiences and professional background make him a dedicated advisor who understands both the complexities of finance and the value of living a fulfilling life.
MEDIA
August 16, 2024
Steven Evensen - The 529 Is More Than Just Tuition | Gerber Kawasaki
While the 529 Savings Plan helps millions of Americans afford tuition each year, there are many other ways the funds can be used to benefit students. Check in with Financial Advisor Steven Evensen to learn the many ways 529 savings can be utilized.
July 19, 2024
Steven - Becoming A Millionaire | Steven Evensen
Did you know that saving just a few hundred dollars every month can help you become a millionaire? This week, GK Financial Advisor Steven Evensen explains how pairing consistency with the power of compound interest can help you retire with seven figures!
November 6, 2023
Steven Evensen - Maximizing Work Benefits: End-of-Year Planning Essentials | Gerber Kawasaki
As the end of the year approaches, are you taking full advantage of all your possible tax benefits? Financial Advisor Steven Evensen is here to help you maximize your savings before its too late!
September 1, 2023
Sage Casaga - Your Guide to Student Loan Repayments | Gerber Kawasaki
Student loan repayments are set to resume today, September 1, 2023. This is a major financial milestone for millions of borrowers, and it's important to be prepared.
In this article, our advisors explore the implications of the student loan repayment restart and offer tips from financial advisors on how to make the process as smooth as possible. You should consult your financial advisor, to develop a plan that meets your individual needs and goals.
