Evan Luongo (CFP®)
Evan Luongo focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Entrepreneurs
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- AUM
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Entrepreneurs
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
Planning Specialties
At NoDa Wealth, your financial strategy is crafted to fit your unique goals. Whether you need a quick consultation or full wealth management, our flexible options align with your lifestyle. Choose the plan that suits you, and we’ll help you stay on track!Additional Information
Managing your money is not part of your job description. You’ve got big goals, and we’re here to make sure your finances keep up. NoDa Wealth helps busy professionals create personalized plans that let you enjoy today without sacrificing tomorrow. From automating your savings to optimizing your investments, we’ll help you make smarter money moves — all without the stress.NAPFA Start Date
April 24, 2025
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.