Certified Financial Planner
Evelyn Zohlen, founder of Inspired Financial, has served on both the personal and the institutional sides of financial services for nearly 25 years. Prior to founding Inspired Financial, Evelyn was a Relationship Manager at The Vanguard Group in Malvern, PA where she was the trusted advisor for clients with retirement plan assets ranging from $175 million to $500 million.
Evelyn is a Certified Financial Planner™ (CFP®) professional and in 2020, served as Chair for the Financial Planning Association (the membership association for CFP® professionals with 20,000 members). She was an adjunct professor in the Personal Financial Planning Program at the University of California at Irvine and serves on the Advisory Board for the Center for Investment and Wealth Management at UCI. In addition, she is a community leader who currently serves on the Board of Governors for the premier business club in Orange County, the Park Club. She has served on the Board of Directors for WomanSage, the Board of Directors for the American Poetry Review, and the President’s Council at Immaculata University. Evelyn is a frequent contributor to periodicals such as The Wall Street Journal, CNBC, The Journal of Financial Planning, and Barron’s Advisor. She received her Bachelor’s degree from the University of Texas, her Master of Science from the Joint Military Intelligence College, and her Master of Business Administration (with a concentration in Finance/Portfolio Management) from Villanova University. Prior to entering the financial services profession, Evelyn served as an intelligence officer in the United States Air Force.