Atlanta, GA
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Evon is the Founder and Chief Compliance Officer of Optometry Wealth Advisors, LLC, a financial planning and investment management firm. This activity takes nearly full-time hours, with most of the time spent during securities trading hours.
I'm a Central Valley, CA native and proud graduate of the Fresno Pacific University School of Business. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and am a Certified Student Loan Professional™ (CSLP®).