Evan Croll began his financial planning career in 2013 and joined Sequoia Financial Group in 2018. Prior to joining, Evan gradated from Union College with a degree in Economics. During his time at Union he played on the basketball team for all 4 years.
Understanding that every persons financial situation is unique, he works with you to develop your own personal financial roadmap. This is done by breaking your goals into simple manageable steps designed to achieve your goals.
Evan believes that continuing education is essential in our every changing landscape. He holds the Series 7, Series 63, Series 66 FINRA, New York State Life, and Accident and Health registrations. Evan is currently studying for the CERTIFIED FINANCIAL PLANNER™ professional designation.
Evan grew up in Central New York and now lives in the Saratoga area. He is an avid sports fan – you’ll often see him cheering on his Bills, Yankees or Knicks.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.