Evan Wohl, CFP®, CLU®, ChFC®, RICP® in

Evan Wohl, CFP®, CLU®, ChFC®, RICP®

Login to view DISC.
Partner at OPUS Private Client, LLC
📍 New York City Metropolitan Area, United States

Evan Wohl is a Partner at OPUS Private Client, where he specializes in financial planning for professionals in the digital media and ad tech industries. A Penn State alumnus and a Forbes 2025 Best-In-State professional, he holds advanced designations like CFP® and ChFC® to provide comprehensive strategies for high-earning families.

Outside of work, Evan is a husband and father to three children. He is an avid golfer and actively engages in philanthropy, serving on the board of The Hope Gala, which supports the fight against childhood cancer through Penn States THON. He frequently discusses fatherhood on his podcast.

Before starting his career in finance, Evan worked as a Class A PGA Golf Professional.

Read the full overview →
Experience
15 Years
Current Role
Partner
Job Level
Junior
Location
New York City Metropolitan Area, United States
Personality Overview

How Evan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Evan cares about

Ad Tech Finances
His stated professional focus is creating financial plans for high-earning families and professionals within the digital media and ad tech sectors.
Retirement Planning
He holds the RICP® designation and hosts podcast episodes on complex topics like sequence of return risk and creating tax-efficient retirement income.
+5 more topics Login to view topics
Career

Work history

9-2022
Partner
OPUS Private Client, LLC
9-2008
Financial Representative, CFP®
Strategies for Wealth
7-2018 - 12-2020
Associate
Cambium Group
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2004 - 2008
Education details unavailable
Penn State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Evan. Free, 10 seconds.