Evan Wolk

Personal Finance, Retirement, Investing
58
Answers
0
Articles
“With over 27 years of experience in the financial services industry, Evan Wolk has an outstanding reputation for personal, quality service in retirement, financial and education planning.”
Firm:

Wolk Financial Management

Job Title:

Managing Director

Biography:

Evan Wolk, Managing Director of Wolk Financial Management, Inc. has over 27 years’ experience in the financial services industry. Prior to founding WFM, Evan worked for Smith Barney in Boca Raton where he provided his clients a broad range of financial services including the development of investment strategies and the implementation of comprehensive financial plans. His experience includes equities, 529s, fixed income, managed funds, insurance and retirement planning. As a financial advisor and independent contractor with KMS Financial Services, Inc., Evan is not tied to a specific company's products or required to use proprietary funds; he has the freedom to align his clients’ needs with the most appropriate products. Additionally, he holds the Chartered Retirement Planning Counselor designation.

Throughout his years of service, Evan has identified two primary needs facing his clients today, retirement planning and education planning.  Quite often, these issues are intertwined.  Evan is able to see “the big picture” and understands that decisions involving both areas cannot be made in a vacuum. He is known for his ability to ask the right questions and assist his clients in developing a plan to achieve their goals.

Prior to moving to South Florida in 2002, Evan was a Vice President in the Securities LendingDepartment of J.P. Morgan (formally chase Manhattan/Chemical Bank) where he was responsible for the sales and trading of a $100 billion highly successful diversified securities lending program. He also spent four years with Yasuda Bank and Trust Company (U.S.A) where he served as the investment manager of the securities lending department.

While attending The George Washington University in Washington, D.C., (where he earned a B.A. in International Affairs with a concentration in International Economics) Evan worked for the United States Department of State where he served as an Intelligence Operations Specialist responsible for preparing the daily classified morning summary of intelligence reports for the Secretary of State.

Since relocating to South Florida, Evan has become an active member of the community consulting the City of Parkland on their Police Officer Defined Benefit Plan. He currently serves as the Chairman of the Parkland Chamber of Commerce where he has been an active member for over twelve years.

Education:

BA, International Affairs, The George Washington University

Assets Under Management:

$25 million

CRD Number:

4604354

Disclaimer:

Securities and advisory services offered by Evan Wolk through KMS Financial Services, Inc., Member FINRA, SIPC.  Evan is currently licensed in the following states:  CA, CO, CT, FL, MA, NJ, NY, VA and WI. 

http://brokercheck.finra.org/

Videos
  • Evan Wolk Investopedia
All Answers
    Estate Planning, Investing, Real Estate, Stocks
How should I invest the money I am receiving from a financial settlement?

I would suggest you consider these new funds from this setllelemt in conjunction with your total financial situation, including the status of your home (rent or own) your other investments and and debt you may have.  All the investments listed (and others not mentioned) have pros and cons that may not be purely financial considerations.  Purchasing a property to rent may include issues with tennants and may over allocate your family to localresidencial real estate if you purchase near your primary residence.  If you already have a stock portfolio any addition may leave you over exposed to market corrections, and thougj franchise ownership may be a great way to grow capital it requires experience, exprtise and potentially signifigant management responsibilities.

Adddtionally, if your family has signifigant debt it may makes sense to pay that down with the windfall.

My recomendation would be take an acurate inventory of current financial situation, factor in the addition of the settlement, define and quantify what you mean by "secure your family's future", examine your risk tolerance and the time frames you are working within and devise an overall plan.  It may make sense for you to find a qualified financial advisor for assistance.

last month
    Debt, Retirement, Women & Money
Where should I start to begin saving for retirement?
May 2018
    Retirement, Retirement Savings, Investing, Retirement Plans
What are the most practical retirement or investing options to consider when beginning investing late in life?
April 2018
    Retirement, Retirement Savings, Investing, Stocks
How large of a nest egg would someone need in order to draw an income of $10,000 a month, perpetually, without seeing the principal decrease, assuming the nest egg is invested in the stock market?
March 2018
    Retirement, Investing, Stocks
In the event of equity market decline, where is the safest place to put my retirement investments where I will experience the best returns?
January 2018