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Evan Hartstein

Wealth Adviser

Evan brings a wealth of experience and knowledge to his role as a wealth advisor. With over 20 years in the financial services industry, his broad professional background encompasses insurance, investment management, and retirement plans, enabling him to offer comprehensive and individualized planning to his clients. Evan is dedicated to helping individuals and families realize their retirement dreams by putting their investments into perspective, thereby increasing their confidence in their financial plans and overall financial well-being.

Evan's passion for helping people is evident in his personalized approach to financial advising, underpinned by honesty and strong ethics. He prioritizes his clients' and their families' needs, ensuring that their financial programs are tailored to their unique goals and circumstances.

A graduate of the University of Arizona, Evan has further demonstrated his commitment to excellence through earning the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Qualified 401(k) Administrator (QKA) designations.

Evan resides in Scottsdale with his wife and their two children. He is involved in his son's Little League activities, where he serves as a coach, Sponsorship Director, and Umpire-in-Chief. Beyond his professional and volunteer commitments, Evan enjoys spending his free time attending live music events and playing golf.

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Investment advice is offered through Strategy Financial Services, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

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