In today’s confusing and overwhelming financial landscape, Evelyn Hassan is on a mission to educate and empower the everyday person with the same tools the wealthy have been using for decades. Her story isn’t about shortcuts or hype, it’s about resilience, reinvention, and a deep desire to give back to her community.
Evelyn didn’t grow up dreaming of a career in financial services. In fact, her original passion was in education. She once envisioned opening a school for underserved children. But after working in corporate accounting for 15 years, a company-wide layoff forced her to confront a harsh reality: job security doesn’t exist. The search for contract work gave her a taste of instability she never wanted to feel again. And from that moment forward, Evelyn made a decision — if she was going to work hard, it would be for herself.
That decision led her to the financial services industry, where she quickly realized something infuriating: the financial game has been rigged in favor of the informed. “I had never heard of using life insurance to reduce taxes or create generational wealth,” Evelyn explains. “No one talks about IRS Code 7702 unless you’re already wealthy or well-connected.” It was a wake-up call. She wasn’t just learning this for herself. She felt called to show others what had been hidden in plain sight.
Evelyn now helps her clients eliminate unnecessary risks, reduce fees, and use the tax code to their advantage — the same legal strategies the rich have quietly used to build wealth and avoid probate. Her clients aren’t just numbers on a spreadsheet. They’re people who’ve worked hard their entire lives but were never taught how to build lasting financial security.
“I believe in transparency, trust, and doing the right thing — always,” Evelyn says. “People need someone who’s not just selling a product, but who truly wants what’s best for them.”
As a parent, Evelyn knows what it means to have someone depend on you. That sense of responsibility now drives her work with clients, many of whom come to her anxious, overwhelmed, and unsure of where to start. “Becoming a parent flipped a switch for me. I stopped being selfish. And that same mindset is how I serve others. I take their goals personally.”
Though she’s newer to the industry, Evelyn has already made a name for herself as a trustworthy and compassionate advisor who doesn’t sugarcoat the truth but leads with heart. She spends time educating her clients so they feel empowered, not confused, when making financial decisions.
Her goal over the next five years? To build a thriving firm rooted in client satisfaction, integrity, and education. But she’s not stopping there. Evelyn wants to mentor others entering the industry, teaching them the real rules of the game and how to win without selling out.
“The misconception is that financial advisors are only for the wealthy,” Evelyn says. “But the truth is, people like us need this knowledge even more. We just don’t know it yet.”
When she’s not working, Evelyn serves as the lead treasurer at her local church, a role that’s taught her the importance of discretion and trust, two values she carries into every client relationship.
Her message to others? You don’t need to be rich to build wealth. You just need the right guidance.
And if you’ve ever felt like no one’s explained money to you in a way that actually makes sense, Evelyn Hassan is here to change that for good.
