Evan Wohl, CFP®, CLU®, ChFC®, RICP®

Commander
DISC Type : D

Partner at OPUS Private Client, LLC

New York City Metropolitan Area, United States

Overview

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.

Personality Overview

Risk-Taker

Impact-Driven

Very Quick

They take a lot of pride in personal achievements.  More than the product, they care about the impact of the product. They are not always relationship oriented.

Topics They Care 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.
Modern Fatherhood
As a father of three, he co-hosts podcast episodes discussing the joys, challenges, and financial preparations involved in modern parenting and raising a family.

Media Appearances

Evan has no verified media appearances

Work History

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

Education

2004 - 2008
Education details unavailable from Penn State University

More Information

Social Presence :

Prographics :

Exp : 15 Location : New York City Metropolitan Area, United States Job Level : Junior Designation : Partner at OPUS Private Client, LLC
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Insights For Selling To Evan

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Get to the point quickly instead of spending time doing small talk

DONT's

  • Do not spend too much time focusing on product tech or features
  • Don’t take too much time in sending them information if they ask for any
  • Avoid being a storyteller and don’t try to oversell

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Evan is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Evan

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Evan move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Evan take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Evan

Personality Compatibility


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