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Evelyn Zohlen

Helping Women in Transition secure their financial future

Evelyn Zohlen is the founder and president of Inspired Financial, a fee-only wealth management firm based in Southern California.15 She founded the company in March 2003, starting from a home office in her basement.1 Evelyn is a Certified Financial Planner™ (CFP®) professional with nearly 25 years of experience in investments and personal finance.67

Prior to founding Inspired Financial, Evelyn worked as a Relationship Manager at The Vanguard Group from 1998 to 2002.4 She also served as an intelligence officer in the United States Air Force.2

Evelyn has been actively involved in the financial planning industry:

  • She served on the Board of Directors of the Financial Planning Association and as Chair in 2020.27
  • She was an adjunct professor in the Personal Financial Planning Program at the University of California at Irvine.2
  • She serves on the Advisory Board for the Center for Investment and Wealth Management at UCI.2

Evelyn's firm, Inspired Financial, specializes in serving women in transition, particularly widows, divorcees, and women facing late-life career changes.15 The company manages about $135 million in assets and provides comprehensive financial planning services.1

Evelyn holds a Bachelor's degree from the University of Texas, a Master of Science from the Joint Military Intelligence College, and a Master of Business Administration with a concentration in Financial and Portfolio Management.36

Highlights

Jan 1 · apellawealth.com
Financial Planners - Huntington Beach, CA - Apella Wealth
Evelyn Zohlen on Becoming a Magnet for Your Ideal Clients ...
Feb 27 · plannersearch.org
Evelyn Zohlen | Financial Advisor in Huntington Beach, CA
Musings of an Unlikely Entrepreneur | Inspired Financial
Musings of an Unlikely Entrepreneur | Inspired Financial

Related Questions

What inspired Evelyn Zohlen to transition from the Air Force to financial planning?
How does Inspired Financial specifically help women in transition?
What are some of the biggest challenges Evelyn faced when starting Inspired Financial?
How does Evelyn's background in the Air Force influence her approach to financial planning?
What niche markets does Inspired Financial target, and why?
Evelyn Zohlen
Evelyn Zohlen, photo 1
Evelyn Zohlen, photo 2
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Location

Huntington Beach, California, United States