Biography – Dave Evans CFP, RICP, AIFA
Dave is a frequent author and speaker in the areas of employee benefits, retirement planning and financial literacy. Prior to co-founding 401kSleuth LLC, Dave was the CEO and Chief Compliance Officer (CCO) of a national trade association 401(k) Multiple Employer Plan (MEP). Dave started his career with a large national insurance carrier in the areas of advanced underwriting and sales, then joined a national employee benefits consulting firm in NYC before co-founding his own firm in upstate NY. He has authored over 150 articles and is co-author of The Practical Agency Planner and has testified before a Congressional Committee overseeing 401(k) Plan legislation following Enron’s collapse. Dave is regularly quoted and featured in broadcast and print media outlets including CNN, CNBC, the Wall Street Journal, USA Today and the Washington Post and has been a guest lecturer at the Washington & Lee University School of Law in the area of employee benefits.
Designations
Accredited Investment Fiduciary (AIF)® Accredited Investment Fiduciary Analyst (AIFA)® Accredited Asset Manager Specialist (AAMS)® Accredited Wealth Management Advisor (AWMA)® Certified Credit Counselor (CCC)® Certified Financial Planner (CFP)® Certified Student Loan Counselor (CSLC)® Chartered Mutual Fund Counselor (CMFC)® Chartered Retirement Planning Counselor (CRPC)® Chartered Retirement Plan Specialist (CRPS)® Retirement Income Certified Professional (RICP)®
GROVE CITY COLLEGE B.A. Economics
CASE WESTERN RESERVE UNIVERSITY M.B.A.
POST-GRADUATE EDUCATION Pace University University of Hartford Graduate taxation programs
Total Credits: 4 including 4 CE Credit
Audience: Agent and Customer Service Training
