Evan Stout, CFP®
Minority Owner, Investment Advisor Representative
Evan graduated with a Bachelor of Science in Business Administration, with a concentration in Financial Planning, from Winthrop University in Rock Hill, South Carolina.
Evan met Mick in San Diego at the 2017 TD Ameritrade National LINC Conference. In the summer of 2017, he began working for Financial Plans & Strategies as an intern and has been with the firm ever since. Following graduation, he joined the firm full time, as an Investment Advisor Representative. In this role, Evan helps manage our investment asset allocation system, serves on our Investment Committee, and oversees our intern program.
Evan holds his Series 65 securities registration and is a CERTIFIED FINANCIAL PLANNER™ professional.
Individuals certified by CFP® Board have taken the step to demonstrate their professionalism by voluntarily submitting to the CFP® certification process that includes thorough education, examination, experience and ethical requirements. The CFP® is issued by the Certified Financial Planner Board of Standards, Inc. Prerequisites require a designee to hold a Bachelor's degree (or higher) from an accredited college or university as well as three years of full-time personal financial planning experience. In addition, candidates must complete a CFP-board registered program (or hold an accepted designation, degree or license) and take the CFP Certification examination. To maintain certification, the designee is required to complete 30 hours of continuing education every two years and continue to agree to be bound by the Standards of Professional Conduct.