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Biography

Evelyn is an Associate in the San Diego office. She is a member of the Wealth Management practice, supporting advisors in delivering comprehensive financial planning and investment management services to clients.

Prior to joining Cerity Partners, Evelyn held a similar role as an Associate at Brighton Jones in Seattle, Washington.

Learn more about my practice.

Education

  • B.A. in Business Administration with a double concentration in Finance and Accounting from the University of Washington in Seattle

Highlights

  • Series 65

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