Evan Stephens

Financial Planner

OFFICE: Memphis
5100 Poplar Ave, Suite 2300
Memphis, Tennessee 38137
(901) 246-4457

CONTACT
evan.stephens@cppadvisors.com
Direct: (901) 246-4457
Fax:

Evan Stephens is a native of Memphis, TN. After graduating from Howard University in 2014, with a BA in Finance, Stephens was recruited by Northern Trust, a premier asset management firm in downtown Chicago, to work as hedge fund accountant. After a few years, he transitioned to IBM’s Global financing division, as a financial sales executive, servicing a number of C-suite executives at Fortune 500 companies. After a successful stint in corporate finance, he ultimately pivoted to become a Financial Planner at Continuum Planning Partners. At CPP, Stephens primarily provides comprehensive financial planning to business owners, professional athletes, medical professionals, & clergy.

During his time in Chicago, Evan married his high school sweet heart, Jessica Stephens, and they now have 3 beautiful children.

Stephens is on a mission to help democratize wealth creation for underserved and under resourced communities. This mission was inspired from Stephen’s early understanding that the effective stewardship of God’s resources is the nucleus of true wealth creation.

AREAS OF EXPERTISE:
Investment Management
Tax Minimization Strategies
Estate Planning
Business Succession Strategies
Education Planning
Retirement Planning
Risk Management

EDUCATION:
Howard University

AFFILIATIONS:
St. Jude - Spirit of the Dream - Board Member
Grizzlies Prep - Mentor
Believe Memphis Academy - Board Member
High Point Church

DIVISIONS:
Entrepreneurs
Professional Athletes
Clergy