We specialize in providing comprehensive, fee-only financial planning & investment management for individuals and families nearing or in the retirement phases of their lives (normally ages 50-75).
We are passionate about working with clients who are interested and willing to participate in the financial planning process. Please check out our website for a thorough description of how we work with our clients. We believe our success is not measured merely by performance statistics but also by your success in achieving your goals.
|Firm Start Year:||2007|
|Name of Broker/Dealer:||Shareholders Service Group|
|Name of Custodial Firm:||Pershing LLC|
|States Licensed in:||CA|
|Number of Years with Current Firm:||7|
|Work Experience:||18 years.|
|I work with the following types of clients:||Individual Investors, Businesses, Multi-Generational|
|Foreign Languages Serviced:||Japanese - fluent|
|Advisory Services Provided:||Financial Advice & Consulting|
|Investment Types:||Mortgages & Real Estate, Exchange Traded Funds (ETFs), Stocks, Bonds, Alternative Investments, Mutual Funds, Commodities, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office, Via Phone, At your home, At my office|
Qualifications & Memberships
|Financial Organization Memberships:||Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Paladin Registry|
|Non-Financial Organization Memberships:||Danville Area Chamber of Commerce, State Parks Foundation.|
|Firm's Number of Clients:||60|
|Firm's Number of Planning Clients:||60|
|Firm's Number of Managed Clients:||60|
|Assets Managed by Firm:||$25,000,000|
|Advisor's Number of Clients:||60|
|Advisor's Number of Managed Clients:||60|
|Advisor's Number of Planning Clients:||60|
|Registered Investment Advisor:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||$500,000|
|Compensation Methods:||Hourly, Flat Fee|
|Fee % Based on Assets:||0.4|
|Flat Fee Rate:||$5,000|
|Additional Details on Charges:||We work with clients on a retainer basis. Our minimum annual charge is usually $5,000 (0.4% of net worth + 0.75% of adjusted gross income from previous year). The retainer model allows us to deliver all of our expertise to clients without any conflicts of interest.|
|Minimum Fee Charged for Managed Accounts:||$5,000|
|Minimum Fee Charged for Hourly Planning Accounts:||$5,000|
|Minimum Fee Charged for Flat Fee Accounts:||$5,000|
Among Evors strengths is the range of experiences he has gained through the years, driven by his own far-reaching aspirations. Having seen firsthand what best serves investors interests and what does not he founded Aspire in 2008, to help families Aspire. Plan. Achieve.
In the mid-90s, Evor joined a New York financial firm, managing investments for high-net-worth individuals as a sub-advisor for Goldman Sachs. A California native, he returned home in 2000, becoming a top financial planner at American Express Financial Advisors (now Ameriprise) in Campbell, CA. Before founding Aspire, Evor also consulted for a range of large and small financial planning firms in the Bay Area while simultaneously gaining experience in human resources.
Evor holds double majors in business finance and aeronautics from San Jose State University. He is a CERTIFIED FINANCIAL PLANNER practitioner.
A board member for the Financial Planning Association (FPA) East Bay Chapter, Evor proudly participates in the chapters annual pro bono Financial Planning Days. He also ensures that Aspire hosts annual summer interns, leads regular community financial study groups and co-chairs the spring fundraising auction at his childrens school.
Evor considers his marriage license with Jessica Vattuone to be among his most valued certificates. They and their three young children enjoy exploring the Bay Area, various parks and other fun activities. Evors hobbies include being a multi-engine pilot, playing softball, and (recently) bicycling. Closer to home, he enjoys reading books on philosophy, psychology history and of course investing and finance.
Financial Advice & Consulting
We offer fee-only wealth management services, we will inform and collaborate with you, to help you gain a solid wealth vantage point, supported by seven financial pillars: budgeting (cash flow), investments, education planning, taxes, insurance, retirement and estate planning.
Johnny Roland CFP, Enrolled Agent (Tax)
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|San Leandro||San Lorenzo|