Evan Potash, CFP®, CIMA®, CPWA®, CLU®, ChFC®, is currently an Executive Wealth Management Advisor at TIAA, where they have served in various advisory roles since 2022. Previously, Evan was an Affluent Investment Consultant at Wells Fargo Advisors and a Senior Financial Specialist at PNC Investments. In addition to their financial expertise, Evan founded and presided over the Warrington chapter of Business Network International, facilitating business growth among local professionals. They hold a BA in Political Science and Business from the University of Rhode Island and a chartered life underwriter designation from The American College of Financial Services.
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