Evan Loomis
Loomis Financial Consulting
Lead Financial Planner
Evan Loomis
Loomis Financial Consulting
Lead Financial Planner
As an expert in relational finance, I help families grow in financial confidence by providing objective advice for the seasons of life. - Evan Loomis
Fee-Only financial planner located in Glendora, CA, serving clients throughout southern California and across the country
Evan Loomis is a Glendora, CA fee-only financial planner. He is the founder and lead planner at Loomis Financial Consulting, a registered investment advisory firm. Evan works exclusively with growing families and generational family wealth, as well as professional mid-level executive women who are the primary income earners in their household with financial planning issues including investments, retirement, inheritance, and cash flow management. Evan’s goal is to understand how the relational dynamics of your life influence the way you make financial decisions in order to provide unbiased, objective guidance. By utilizing an approach that is driven by relationship and focused on stewardship, Evan navigates his clients through life's seasons with tailored financial plans and client-centered wealth management.
Hello!
My name is Evan and I'm the founder and lead planner at Loomis Financial Consulting.
As a fee-only financial planner, I believe in three important life principles. The first is that everyone has a unique experience with money based on how we were raised and the decisions we've made with it as adults. The second, is that the relationships in our lives influence the way we make financial decisions and must be factored in whenever providing financial guidance. And the third principle is that life happens in seasons, each with their own unique challenges and opportunities. By understanding these seasons in relation to overall financial planning, we are able align our actions to our goals which brings clarity, confidence, and peace of mind to the journey of life.
Prior to founding Loomis Financial Consulting in 2017, I spent the previous 4 years with another fee-only planning firm, working as a senior financial consultant engaging clients through the financial planning process to create solutions that address their needs and concerns. I also worked for Bank of America Merrill Lynch for 8 years where I collaborated with my clients in developing effective strategies for meeting their everyday needs and achieving their long-term goals. Along with my work as an advisor, I took time to speak at universities discussing the importance of being intentional with financial decisions for young professionals.
When I'm not in the office, I'm usually on the soccer field coaching. I have coached at the high school and collegiate NAIA and NCAA levels for the past 14 years, currently holding a USSF national coaching license. I'm also an avid gardener. Working the soil with my hands has provided a tangible means of understanding the cycles and seasons of growth. I have been married to my wife Meagan since 2005, and together we are busy raising our 3 children Faith, Connor, and Joshua.
I look forward to connecting with you soon.
Evan Loomis is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Loomis Financial Consulting is a fee-only financial planning and investment consulting firm that focuses on the unique financial needs of growing families, genererational family wealth, and professional women. We believe financial planning encompasses every season of life and our goal is to provide objective guidance for those seasons.
Our perspective on financial stewardship is unique because we recognize that the dynamics of family relationships play an integral role in how clients view finance as a whole. We also understand that “family” is much broader than biology and can include our chosen families, our communities, even our professional ones. The clients we serve are amazing human beings with incredible goals and aspirations. Our job, is to bring confidence, direction, and peace of mind to the journey of life.
We believe that life happens in seasons, each with their own set of distinct challenges and opportunities. Through our planning process, we navigate clients through the twists and turns of everyday life as we work towards achieving their long-term goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Relational Finance
- Comprehensive Financial Planning
- Investment Management
- Behavioral Finance
- Cash Flow Analysis
- Retirement Income Planning
- College Education Planning
Ideal Clients
- Generational Family Wealth
- Growing Families
- Mid-Level Executive Women
- Modern Families
- Complex Family Dynamics
- Retirees and Near Retirement
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Annual Reviews
- Seasonal Updates
Professional Designations & Affiliations
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Evan Loomis is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Evan Loomis is a NAPFA Associate MemberThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Evan Loomis
Office Locations:
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333 Forestdale Ave
Glendora, CA 91741
