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Evan Zeller



Financial Planning Associate

Prior to joining Summit in 2021, Evan Zeller worked as a Financial Planning Analyst in the Bay Area where he gained valuable financial planning experience. Evan has a passion for supporting the creation of comprehensive financial plans for families, new and old, that will enable them to plan for their financial independence.

 

Evan was born and raised in Orange County, CA. He attended California State University, Monterey Bay, and received his Bachelor of Science degree in Business Administration with a concentration in Accounting while playing four years of NCAA basketball. When away from the office, Evan can be spotted on the court coaching high school junior varsity basketball at Granada High School. He also enjoys playing basketball, hiking, weight training, golfing, watching sports and preparing new recipes in the kitchen. When he’s not being active, Evan spends time with his family, friends, girlfriend, and his pug, Frank.

 

TR# 3938791 DOFU 12/2021

Check the background of this investment professional on FINRA BrokerCheck

 

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