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Evan T. Beach, CFP®, AWMA®

Wealth Manager, Campbell Wealth Management

Phone: 703.535.5300
E-mail: Evan@campbellwealth.com
http://campbellwealth.com/

Evan Beach is a Wealth Manager with Campbell Wealth Management in Alexandria, Va.

Beach is known for his knowledge of the planning issues that arise in retirement, including Social Security. He has instructed classes throughout the Capital region on these topics. Much of his time is spent helping recent widows and widowers with financial planning issues.

Making further education a priority, at the age of 26, Beach earned his CERTIFIED FINANCIAL PLANNER™ certification becoming one of only 3.3% of CFP® practitioners in their 20s. He has an executive certificate in Financial Planning from Georgetown University and is an Accredited Wealth Management Advisor, an industry designation awarded to those with specific planning knowledge for high net worth individuals.

Latest Features

Building Wealth
August 2018

What Happens to You When Your Financial Adviser Retires?

Unless you’re working with someone at least 20 years younger than yourself, chances are you will need to find new help sometime during your retirement.

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Building Wealth
January 2018

Giving to Charity: Strategies to Ensure a Tax and Human Benefit Under New Tax Law

Changes to the tax law in 2018 have taken away most people's ability to deduct charitable contributions. But there are still a few options to consider in order to give and still receive.

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Building Wealth
January 2018

The Impossible Reality of Long-Term Care Planning

Unless you're very rich or very poor, you should be looking into all of the long-term care possibilities out there. Because of the costs and complexity involved, the choice isn't easy. But it is necessary.

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Building Wealth
December 2017

Winners and Losers in the New Tax Law (Including #MeToo)

When dissecting who will benefit and who will pay more under the new tax law, it's enlightening to look beyond the obvious.

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Building Wealth
October 2017

Retirement Income Strategies for the 1%

It's a good problem to have, but the nation's wealthiest folks have a few extra challenges to address when making decisions about their withdrawal plan in retirement.

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Building Wealth
September 2017

4 Must-Dos Before Retirement

I've seen too many people get too late a start on these four essential retirement checklist items.

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Building Wealth
July 2017

Retirement Income Strategies for our Next Bear Market

The good times have been rolling on Wall Street, but will you be ready when things change?

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Building Wealth
July 2017

Why Couples Must Plan for Social Security as a Couple

There are 576 ways to collect Social Security. The option you pick will have a direct impact on your spouse.

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Building Wealth
May 2017

Women Will Have a Different Retirement: Plan Accordingly

From Social Security benefits to budgeting for health care, strategies that help ensure a secure retirement for men may not work for most women. Here’s what they need to consider.

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