Practice Snapshot
How I Help:
Business Planning
Who I Help:
Families, Individuals, Business Owners.
About Me:
Evan Centopani’s career shift to financial services from professional bodybuilding and elite athletic training wasn’t as dramatic as one might think. Both emphasize individual goal-setting, the importance of a plan, and maintaining balance to achieve a specific outcome. They rely on understanding each client’s unique needs, while adhering to a universal code of integrity and respect. By approaching his clients’ financial health as he would their physical health, Evan has helped dozens of individuals and families build protection and planning strategies to last generations. He works tirelessly to ensure their needs are recognized, understood, and addressed. Evan is still an avid weightlifter with a pointed interest in physical performance, health, and nutrition. His passion for life fuels his many interests—from cooking to gardening to metalworking—all of which come second to spending time with his family.
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
