Evan Lamb is a Financial Advisor based out of SageView’s Newport Beach, CA office. He enjoys helping individuals and families reach their financial goals through cohesive investment and retirement strategies. Evan believes a successful retirement or wealth management strategies starts with a core understanding of his client’s values, beliefs, and goals. Evan also conducts educational workshops, providing retirement and financial education for retirement plan participants.
Evan began his career in accounting, earning his Certified Public Accountant (CPA) license at a regional accounting firm based in Irvine, CA. Before joining SageView, Evan lived in San Francisco and held several business development roles at a large financial technology company, working with venture capital / private equity funds and helping start-up founders properly raise equity financing.
Evan earned his bachelor’s degree in Economics & Accounting from University of California, Santa Barbara and holds the Chartered Financial Analyst (CFA®) designation from the CFA Institute.