Evan Lamb, CFA®

Evan serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than a decade of experience in the financial services industry, Evan has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he served as a Wealth Advisor at an independent investment advisory firm.

Evan earned his Bachelor of Arts degree in economics and accounting from the University of California, Santa Barbara. He also holds the Chartered Financial Analyst^® designation, as awarded by the CFA Institute.

Evan and his wife, Kendall, have a daughter and enjoy spending time together as a growing family. Evan also enjoys surfing, fishing, golfing and spending time outdoors with family and friends.