Evelyn Zohlen

Evelyn Zohlen is the founder and president of Inspired Financial, a fee-only wealth management firm based in Southern California.15 She founded the company in March 2003, starting from a home office in her basement.1 Evelyn is a Certified Financial Planner™ (CFP®) professional with nearly 25 years of experience in investments and personal finance.67

Prior to founding Inspired Financial, Evelyn worked as a Relationship Manager at The Vanguard Group from 1998 to 2002.4 She also served as an intelligence officer in the United States Air Force.2

Evelyn has been actively involved in the financial planning industry:

• She served on the Board of Directors of the Financial Planning Association and as Chair in 2020.27
• She was an adjunct professor in the Personal Financial Planning Program at the University of California at Irvine.2
• She serves on the Advisory Board for the Center for Investment and Wealth Management at UCI.2

Evelyn's firm, Inspired Financial, specializes in serving women in transition, particularly widows, divorcees, and women facing late-life career changes.15 The company manages about $135 million in assets and provides comprehensive financial planning services.1

Evelyn holds a Bachelor's degree from the University of Texas, a Master of Science from the Joint Military Intelligence College, and a Master of Business Administration with a concentration in Financial and Portfolio Management.36