Evelyn Huerta
Evelyn Huerta, CFP® Branch Operations Coordinator

Evelyn joins the team with over six years of experience in the financial services industry. After earning two Business Administration degrees with a concentration in Finance and Management, she began working at TD Ameritrade where she spent five years working through various investment customer service roles. While in the Senior Private Client Service role she decided to further her knowledge and competence and acquired her CFP® certification. She then moved to JP Morgan Chase where she spent the last two years working as a Private Client Banker ensuring her clients’ personal financial goals aligned with the appropriate financial services. Evelyn is Series 7, 63 and 66 registered and has her life and health insurance license. Evelyn can be found spending time with her family, traveling, and reading.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.