Evelyn M. Zohlen, CFP®

Evelyn M. Zohlen, CFP® is Regional Director and Senior Wealth Advisor at Apella Wealth, where she leads the firm's Southwest Region while continuing to serve financial planning clients. She founded Inspired Financial in 2003 and served as CEO until the firm's acquisition by Apella Wealth in 2023. Zohlen has also been an active volunteer leader, serving as President-Elect, President, and Chairman of the Financial Planning Association and currently serves on the Directors & Officers Committee and Executive Committee of the Long Beach Symphony Orchestra.

Earlier in her career, Zohlen served as a Relationship Manager at The Vanguard Group, advising institutional retirement plan clients with assets ranging from $175 million to $500 million. Prior to entering the financial services profession, Zohlen served as an Intelligence Officer in the United States Air Force. She has taught as an adjunct professor in the Personal Financial Planning Program at the University of California, Irvine (UCI) and has served on the Advisory Board for the Center for Investment and Wealth Management at UCI. Zohlen earned a B.A. from the University of Texas, an M.S. from the Joint Military Intelligence College and an MBA from Villanova University.