Stan Evans, CFP® now celebrates his thirty-seventh year in the insurance, investment and financial planning business. As a Certified Financial Planner™, Stan specializes in small business and professional markets in addition to personal and business financial planning.
Along with three partners, Stan formed Capital Financial Benefit Solutions, LLC in 2006 and was formerly a partner of the Maryland Agency Financial Group for twelve years. As a Partner of Capital Financial Benefit Solutions, Stan’s stated objective is to protect and advise clients on prudent insurance and investment* decisions, in order to maximize wealth on a tax-efficient basis. Stan previously sat on the Board of Directors for the National Association of Insurance and Financial Advisors of Baltimore for two separate terms and has been a Penn Mutual leader and qualifier of Penn Mutual’s elite agent club.
A graduate of Towson University and a committed professional in the financial planning arena, Stan has achieved many milestones in the financial planning industry, including Million Dollar Round Table, Court of the Table*, HTK Broker Dealer Peak Performance*. He has been awarded “Agent of the Year*’” on several occasions and is a consistent Golden Eagle and Royal Blue Producer with Penn Mutual*. He treats all clients with a straightforward, common-sense approach to financial planning. When you retain Stan to represent your insurance and financial needs, you will be adding an experienced and dedicated professional to your team!
In Stan’s spare time he enjoys spending time with his family, golfing and supporting local sports teams including the Ravens and Orioles.
Certified Financial Planner™- Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*These achievements do not evaluate the quality of services provided to the clients. These achievements are not indicative of the registered rep’s future performance.