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Evan J. Hunter
Evan J. Hunter, CFP®
Consulting Group
Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
609 Deep Valley Drive
Suite 400
Rolling Hills Estates , CA 90274
toll free: 800-225-2079
fax: 310-544-3664
Email Me
Welcome Associations Education Services Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • Financial Planning Association (FPA)
  • USC Alumni Association
  • St. Francis Episcopal Church
    Parishioner/Finance Committee Member
    Rancho Palos Verdes, CA
  • Palos Verdes Peninsula Education Foundation
    Member
  • Palos Verdes Peninsula Land Conservancy
    Member
Education and Licensing
  • CERTIFIED FINANCIAL PLANNER™
  • Series 7 - General Securities License
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Series 3 - National Commodity Futures
  • Life & Health Insurance License
  • Financial Planning Specialist Designation
  • Petroleum Engineering
    University of Southern California
    Los Angeles, CA
Services
  • Asset Management
  • Lending Services
  • Philanthropic Services
  • Trust Services and Accounting
  • Estate Planning
  • Family Consulting
  • Wealth Management
  • Corporate Pension Funds
  • Endowments and Foundations
  • Corporations
Business Experience
  • 1987 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    CERTIFIED FINANCIAL PLANNER™
    Financial Planning Specialist
    Torrance, CA
  • 1985 - 1986: Solum Oil Tool Corp.
    Engineer
    Signal Hill, CA
Bulletin Board
  • Too many IRAs? Contact us to help consolidate your retirement plans.
  • Please contact us for a Complimentary Portfolio Review.
  • Is your mailbox overflowing? Start receiving your monthly statements, trade confirms, prospectuses and more online. Just sign up for E-Delivery on smithbarney.com.
Evan J. Hunter is licensed in the following state(s): AZ, CA, CO, CT, FL, HI, IL, LA, MO, NH, NV, NY, OR, TX, UT, VA, WA, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

On the Markets (pdf)

CD Rates (pdf)
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