Lee Evans

Lee Evans

Retirement Planning Specialist

Lee Evans is a dedicated financial professional.  Lee's desire to help people is what first attracted him to the financial services industry and this is what has kept him going throughout his career.

With over 25 years experience in financial services, Lee looks to help clients protect themselves, their families, and their businesses from the unexpected turns life often takes.  Lee helps guide his clients toward more solid financial futures.

Lee has recently been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning. 

Whether you are interested in protection for your family, education funding for your children, a more secure retirement, or assistance with your business needs, Lee wants to be the professional you turn to for guidance in achieving your goals through a financial strategy designed specific for your individual needs.


Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.


California Insurance License #: 0B70079

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phocus Financial Strategies Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone (602) 687-9651
Fax (602) 926-0466