Zipporah Evania, CFP®, ChFC®, CLU®, CASL®, RICP®

Wealth Management Advisor


Zipporah graduated with a degree in music theory and composition from Cedarville University and has since earned the following designations: CFP®, CLU®, ChFC®, CASL®, RICP®, CAP®, CLTC, and she also holds a 6, 63, 66 & 7 securities licenses.

Zipporah believes that it is imperative to continue learning everyday as the financial services industry is ever changing, and she wants to help make sure her clients are not missing anything important with their financial planning.  In order for her to best help you with your goals, it is important that she understands your current financial situation and what your picture of the future holds for you.  The first time you meet with Zipporah, she will take the time to get to know you better and understand what you are trying to accomplish.  She will then analyze your goals and educate you on the options available to help make your vision possible.  She considers herself very fortunate to work with individuals and families that are introduced to her through clients she already knows, and she makes it easy for you to connect her with great people you know.  Zipporah’s goal is to help as many people as possible step confidently into their retirement, so they can focus on what matters most to them.

Professional Designations

Certified Financial Planner® (CFP)

The CFP certification is one of the most recognized financial planning marks in the world.  It identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.

Chartered Life Underwriter® (CLU)

The CLU designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. The CLU designation is the common bond for continuing growth and commitment to professionalism.

Chartered Financial Consultant® (ChFC)

The ChFC program focuses on the organized way to collect and analyze information on a client's financial situation; to help clients identify and establish specific financial goals and to formulate solutions to help meet those goals. The ChFC designation provides financial professionals with an in-depth knowledge of the skills needed to perform needs analysis for their cleints.

Chartered Advisor for Senior Living® (CASL)

The CASL designation is the most robust designation available in the specialized field of middle age through retirement.  The CASL program is education focused on assisting clients with management, preservation, and transfer of wealth.  This is the retirement designation that meets all regulatory standards.

Retirement Income Certified Professional® (RICP)

The RICP designation is held by financial representatives who help create sustainable retirement income for their clients, covering all of the best techniques that are working now; using a practical, comprehensive, and current approach.

Chartered Advisor in Philanthropy® (CAP)

The CAP designation provides insight on the process of philanthropic planning, advising individuals or charitable organizations in wealth and estate planning, financial planning, charitable planning, charitable giving or fundraising, planned giving, nonprofit or foundation management services, and investment management of charitiable assets.

Certified Long-Term Care (CLTC)

The Certification in Long-Term Care (CLTC) designation was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Students learn how to mitigate these consequences by developing a plan to protect their clients and their families. The CLTC designation has been recognized and supported by The American College, NAIFA and major insurance carriers.


National Association of Insurance and Financial Advisors (NAIFA)

The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.  NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Awards and Recognition

National Association of Insurance and Financial Advisors Quality Award | 2011-2015

Award recognizing commitment to excellence in service to clients and industry

National Quality Award | 2010

Award recognizing persistency and performance

Million Dollar Round Table (MDRT) | 2017-2018

Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 49,500 of the world's leading life insurance and financial services professionals from more than 500 companies in 70 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.




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