A graduate of California State University, Sacramento, Evert currently holds several Securities registrations with LPL Financial as well as a Life and Health Insurance License. He specializes in fee-based planning, corporate sponsored and individual retirement plans, health, life and disability insurance. Evert uses his unbiased resources to identify and evaluate appropriate insurance and investment strategies for clients.
His civic participation has included a term as the International President of the Active 20/30 Service Club, and completion of the Leadership Santa Rosa program. Evert is a founding member of the Sonoma County Hispanic Chamber of Commerce.
He currently serves as an instructor and consultant to the Small Business Development Center through Santa Rosa Junior College where he conducts classes on new business ventures and business planning. He also sits on the City of Sebastopol Redevelopment Board of Directors.
With a careful eye toward planning and research, Evert has developed a confidence and accountability that his clients have come to rely on. Integrity and honesty form the foundation of his practice.
Evert, his wife Yvonne and two children live in Sebastopol.