Evan Potash

Wealth Management Advisor - Newtown

About Evan

I am a Wealth Management Advisor at TIAA with 14 years of experience in financial services. I have also earned the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC) designations.

My father was a podiatrist and owned his own business, and I also have always been entrepreneurial. It was an easy decision for me to pursue a career in financial planning because I place a high importance on financial health and love helping people achieve their financial goals. I enjoy learning about my clients’ careers, hobbies, and goals, so that I can better serve them. TIAA is a great company because I get to build my own practice and work alongside doctors, healthcare professionals, educators, administrators, and non-profits.

I earned my BA from University of Rhode Island, CFP, CLU, and ChFC designations from American College of Financial Planning.

I live in Bucks County, Pennsylvania with my wife Danielle and daughters, Ariana and Noelle. I enjoy spending time with my family, going to the Jersey shore, traveling the world, golfing, going to restaurants, running, and weight lifting.

About TIAA Financial Services

For more than 100 years, TIAA has been dedicated to the needs of those who work in the academic, medical, cultural and research fields. Our roots differentiate us from our competitors, and we are proud to continue this tradition by serving those who serve others. Backed by a team of specialists, we work with clients to help build long-term financial plans aligned to their needs, wants and wishes.

Our advisors in TIAA’s Washington, D.C. office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (844) 567-9087.

Our advisors in TIAA’s Seattle, WA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 549-1154.

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