Savvy Ladies Volunteers

Evelyn M. Zohlen, CFP®

Volunteer’s Bio

Evelyn M. Zohlen has served on both the personal and the institutional sides of financial services for more than 20 years. She founded Inspired Financial in 2003 to provide comprehensive financial planning with a focus on serving women in transition. Prior to founding Inspired Financial, she was a Relationship Manager at The Vanguard Group where she was the trusted advisor for clients with retirement plan assets ranging from $175 million to $500 million.
Evelyn is a Certified Financial Planner™ (CFP®) professional and serves as Chair for the Financial Planning Association (the membership association for CFP® professionals with 23,000 members!). 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 who currently serves on the Board of Governors for the premier business club in Orange County, the Center Club. 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.

Areas of Expertise (as specified by volunteer)

Financial planning with a focus on serving women in transition.