Today’s workers are being asked to do more of their own retirement planning than any generation before them due to the ongoing decline of pensions and the rise of 401(k) plans. Unfortunately, many people are overwhelmed and don’t know where to start, and their fear often fuels paralysis and inaction. Evan Powers, CFP® (Darden ’09) will pull from his experiences as a financial planner and investment advisor to provide several easily achievable personal finance strategies that can help you plan for the long run. From basic budgeting to being tax-smart to understanding the differences between the various types of financial advisors, you’ll come away from this session armed with the knowledge to help you build a brighter financial future.
About Evan Powers
Evan Powers, CFP® (Darden ’09) is a Principal with Cypress Financial Planning, LLC, a Registered Investment Advisor firm based in Cherry Hill, New Jersey.
He has more than a decade of financial industry experience, with extensive knowledge of a wide variety of financial products and strategies. After working for several years as a Wall Street trader, Evan co-founded and managed Phase Three Capital, LLC, a private investment company with a focus on low-volatility investing strategies. After leaving Phase Three in 2013, Evan joined Cypress in order to expand the company’s presence to Virginia, where he manages a satellite office for the firm. He works with individuals, families and small institutions to develop comprehensive financial plans to help them meet their long-term goals.
In addition to his work with Cypress, Evan is also a Senior Financial Planner for myFinancialAnswers, a web-based financial wellness company. He also writes about personal finance, investing, and retirement planning, and his work has been published by Seeking Alpha, Investopedia, and other leading online publications.
A Boston native, Evan received his B.A. in Economics from Harvard University, and his M.B.A. from the University of Virginia’s Darden School of Business. He resides in Charlottesville with his wife and two daughters.