Evan Elig CFP®, AAMS®, AWMA®
Based in San Diego, Evan supports advisors through planning analysis, review preparation, reporting, and the detailed work required to keep strategies current.
Ways to Connect
Evan Elig is a Senior 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.
The heart of my work is helping clients build financial confidence and lasting peace of mind as they chart a course towards a brighter future.
Professional Background
Evan Elig began his financial career at American Assets Capital Advisers as an investment manager specializing in real estate securities, where he developed expertise in market analytics and investment strategy. Since joining Mission Wealth in April 2024, he has focused on building meaningful client relationships and providing personalized financial guidance.
Evan earned his Bachelor of Arts in Economics from Princeton University and holds a Series 65 license. He has earned both the Accredited Asset Management Specialist (AAMS®) and Accredited Wealth Management Advisor (AWMA®) designations and is a CERTIFIED FINANCIAL PLANNER® professional.
Personal Pursuits
Born and raised in San Diego, Evan loves staying active—whether it’s surfing, skiing, or trying something new. When he’s not outdoors, he enjoys traveling to new places and spending quality time with friends and family. Evan is also an avid baseball fan, so don’t hesitate to say hi if you ever see him at a Padres 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 always enjoys service opportunities with his colleagues at Mission Wealth.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor