See All Authors »

Evan T. Beach, CFP®, AWMA®

Wealth Manager, Campbell Wealth Management

Phone: 703.535.5300

Evan is a Wealth Manager with Campbell Wealth Management in Alexandria, Va.

Evan is known for his knowledge of the planning issues that arise in retirement, including Social Security. He has instructed classes throughout the Capital region on these topics. Much of his time is spent helping recent widows and widowers with financial planning issues.

Making further education a priority, at the age of 26, Evan earned his CERTIFIED FINANCIAL PLANNER™ certification becoming one of only 3.3% of CFP® practitioners in their 20s. He has an executive certificate in Financial Planning from Georgetown University and is an Accredited Wealth Management Advisor, an industry designation awarded to those with specific planning knowledge for high net worth individuals.

Latest Features

Building Wealth
May 2017

Women Will Have a Different Retirement: Plan Accordingly

From Social Security benefits to budgeting for health care, strategies that help ensure a secure retirement for men may not work for most women. Here’s what they need to consider.

See More From: Building Wealth