Evan Elig

Evan Elig

In by Mission Wealth

Image

Evan Elig

AAMS™, AWMA™

Wealth Advisor Associate

San Diego

(858) 255-7727

CONTACT EVAN

"For me, the joy lies in witnessing the transformation of uncertainty into empowerment as our clients gain a deeper understanding of their financial landscape and chart a course towards a brighter future."

Evan Elig is a Wealth Advisor Associate at Mission Wealth, serving individuals and businesses in San Diego, California and the surrounding area. Evan works closely with his team of expert advisors to analyze clients' current financial data and create customized financial plans, comprehensive wealth management reviews, and detailed year-end reporting. 

"For me, the joy lies in witnessing the transformation of uncertainty into empowerment as our clients gain a deeper understanding of their financial landscape and chart a course towards a brighter future."

Evan Elig is a Wealth Advisor Associate at Mission Wealth, serving individuals and businesses in San Diego, California and the surrounding area. Evan works closely with his team of expert advisors to analyze clients' current financial data and create customized financial plans, comprehensive wealth management reviews, and detailed year-end reporting. 

Learn About Evan Elig

Professional Background

Evan Elig started his financial career at American Assets Capital Advisers, an investment manager specializing in real estate securities. During this time, he gained valuable experience in market analytics, investment strategy, and client outreach. Motivated by this background, he now shifts his focus toward financial planning, driven by a passion for connecting with clients and delivering financial clarity.

Evan earned his Bachelor of Arts in Economics from Princeton University, holds a Series 65 license, and is currently working toward earning his CERTIFIED FINANCIAL PLANNER® designation.

Personal Pursuits

Born and raised in San Diego, Evan likes to maintain an active lifestyle by surfing, skiing, swimming, and biking. If he’s not enjoying outdoor adventures, Evan is probably traveling to new places or spending time with friends and family. He’s also an avid Padres fan, so don’t hesitate to say hi if you ever see him at a game.

Community Impact

Evan volunteers for Friends of the Poor, a non-profit service organization providing relief efforts in San Diego and Tijuana. In addition to this, and the occasional beach cleanup, he is eager to explore new service opportunities with his colleagues at Mission Wealth.

Spotlight on Andy Penso
Spotlight on Andy Penso

Mission Wealth Success Story

A client who recently sold her business needed a comprehensive wealth management plan. The client was referred to Mission Wealth to help guide her through a recent business transition and the subsequent tax, estate planning, and investment planning needs.

We conducted an in-depth analysis of her situation including a comprehensive tax and estate plan review to ensure her affairs were organized in the most tax-efficient way. The cash flow analysis uncovered additional income needs that we complemented with covered calls on concentrated stock holdings. Additionally, we were able to further increase her income with access to alternative assets.

In the News

Market Update 121824

Mission Wealth Market Update 12/18/24

In the last FOMC meeting of the year, the Fed cut the fed funds rate by 0.25% and revised its expectations for future rate cuts in 2025.
Blog Article: United States Debt How High Can It Go Before It’s No Longer Sustainable

United States Debt: How High Can It Go Before It’s No Longer Sustainable

Founder Brad Stark provides an editorial piece on the US debt-to-GDP ratio and the future economic indicators we should look for.
Evaluating Homeowners’ Insurance Carriers and Coverage

Evaluating Homeowners’ Insurance Carriers and Coverage

If your insurance premiums have increased and your are considering changing providers, here are some steps you can follow before contacting potential insurers.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
CONTACT US