Broker Check
Evelyn Zohlen

Evelyn Zohlen

Certified Financial Planner

Evelyn Zohlen has served on both the personal and the institutional sides of financial services for over 25 years. 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. From 2003 to June 2023, she was the founder and owner of Inspired Financial, a wealth management firm that focused on serving predominantly women in transition—especially widows and divorcees. Prior to founding Inspired Financial, she 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 served as President for the Financial Planning Association in 2019. She was an adjunct professor in the Personal Financial Planning Program at the University of California at Irvine and currently serves on the Advisory Board for the Center for Investment and Wealth Management at UCI. In addition, she is a community leader serving on the Advisory Board for the non-profit WISE (Women Investing in Security and Education). In the past, Prior to entering the financial services profession, I served as an intelligence officer in the United States Air Force.

Learn more about our Advisory Board:

Catherine Rose
Todd Leigh
Kushal Bhakta
Bill Tutton
Veronica Gray´╗┐
Philip Diorio
Paul Irving
Bill Kuzmich
Richard Reid
Jack Selman