Evan Shorten
Evan Shorten, a CERTIFIED FINANCIAL PLANNER® professional, is the founder and principle of Paragon Financial Partners. Evan graduated with a B.S. in Business Administration, Management from the California State University, Northridge. In addition, Evan earned his Certificate in Personal Financial Planning from the University of California, Los Angeles. Prior to founding Paragon Financial Partners, Evan spent over 11 years as Vice President with Fidelity Investments in Century City California. During his tenure Evan worked with wealthy families, individuals, and entrepreneurs managing up to $1.96 billion in assets. Evan is a member of the Financial Planning Association which requires a commitment to the highest standards of professional competence, ethical conduct, and complete disclosure for financial professionals.
How 529 Plans Can Be Ideal Gifts
By: Evan Shorten
529 College Savings Plans, or simply 529 plans, are state-sponsored savings plans used to save for college or other higher education. Typically, 529 plans are...
The Home Stretch to Retirement – Your 60’s
By: Evan Shorten
Your 60’s is the home stretch and the last decade for you to dot your “i’s” and cross your “t’s.” In your early 60’s, you...
5 Money Goals for Your 50’s
By: Evan Shorten
Your 50’s is a time when you see the fruits of your labor come to fruition. This is typically the period where you will earn...
Financial Strategies for Your 40’s
By: Evan Shorten
As you enter into your 40’s you might feel a sense of financial stability as your career and income have most likely stabilized. However, you...
6 Financial Risks of Retirement
By: Evan Shorten
A lot of the discussion surrounding retirement planning focuses on how to build your nest egg. While it is certainly important to create a long-term...