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Evan Kirkpatrick

Financial Entrepreneur striving to help good people make smart money decisions.

Evan Kirkpatrick is the founder/CEO of Wendell Charles, a reputable wealth management firm catering to individuals, families, and businesses. He holds a degree from Northwest University, bringing a strong educational background to his professional endeavors.

Prior to establishing Wendell Charles, Evan held key roles in various organizations. He co-founded Wendell Charles Tax & Accounting, founded Wendell Charles Insurance, and served as the founder, CEO, and wealth manager at Wendell Charles Wealth Management. His diverse experiences have equipped him with a broad understanding of financial services and management.

Evan Kirkpatrick also has a noteworthy history as a contributor at Forbes, where he shared his industry insights and expertise with a wider audience. Additionally, he served as a Senior Investment Consultant at LBG Advisors, further solidifying his expertise in the investment and financial advisory realm.

Throughout his career, Evan Kirkpatrick has demonstrated a strong commitment to excellence and innovation in the wealth management sector, making him a respected figure in the industry.

Highlights

Apr 11 · linkedin

What’s the most you can receive from Social Security? The answer is…it depends on your age, your work history, your marital status, and your retirement decisions. Learn more:

Evan Kirkpatrick
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Location

Manhattan Beach, California, United States