Evelyn M. Zohlen, MBA, MS, CFP®
Advisory Board Member
Evelyn is a Certified Financial Planner™ (CFP®) professional and serves on the Board of Directors of the Financial Planning Association. She was an adjunct professor in the Personal Financial Planning Program at the University of California at Irvine and serves on the Advisory Board for the Center for Investment and Wealth Management at UCI. In addition, she is a community leader and has served on the Board of Directors for WomanSage, as well as the Board of Directors for the American Poetry Review, and the President’s Council at Immaculata University. Evelyn is a frequent contributor to periodicals such as The Wall Street Journal, The Journal of Financial Planning, USA Today, Investment News, Kiplinger’s Personal Finance, Real Simple and Consumer Reports. Prior to entering the financial services profession, Evelyn served as an intelligence officer in the United States Air Force.
Evelyn is married to the fabulous Mark Prendergast who shares her passion for food, wine, running (it counters the food and wine), reading and travel. They share their Huntington Beach home with canine extraordinaire, Rusty.
During my service as a US Air Force intelligence officer, I had the thrill of “taking the stick” of an F-16 fighter jet during a nighttime mission.
I ran a marathon (in costume!) with Mark in Bordeaux, France that included 23 Grand Cru wine tastings along the course.
My favorite volunteer activity is providing pro bono financial planning for low-income women and their families. I rarely pass up an opportunity to help these ladies.
I love public speaking—the bigger the crowd, the better! My largest “gig” so far was to an audience of nearly 3,000.
A UCLA graduate with 30+ years of investment and financial planning experience, Laura received her CFP® in 1984. She is President of The Tarbox Group, Inc., the fee-only wealth advisory firm she founded in 1985.