Evan Kassimir, ASPPA, CFP®
Senior Vice President
Evan is a Certified Financial Planner (CFP®) and Qualified Plan Administer through ASPPA. He will oversee the design and implementation of any Qualified Defined Benefit or Cash Balance arrangement. This includes initial design and implementation, coordinating the plan with existing qualified arrangement, coordinating all government filings and compliance testing, and ensuring smooth and efficient operation on an ongoing basis modifying the plan as needed based upon any changes in the initial establish goals. Evan has 13 years of experience as a Qualified Plan Consultant, including working with clients of all industries and designing plan enhanced plan arrangements for some of the largest privately held companies in the Country. He has extensive experience in implementing and administering all forms of Qualified Arrangements, most notably Defined Benefit and Cash Balance arrangements that are designed to primarily benefit business owners, partners and key executives. Evan holds both the CFP® and QPA® designations. He earned a BBA in Economics from the University of Emory.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
