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Evor C. Vattuone, CFP®

President, CERTIFIED FINANCIAL PLANNER™ Professional

When he was in college, Evor Vattuone briefly considering becoming a doctor before settling on business finance as one of his two degrees. He had a “helping people get better” perspective on life, and medicine seemed an ideal route to fulfilling that desire. But so did financial planning, or at least how he would practice it. He had seen firsthand how larger firms treat their clients unethically and knew he could do better, truly supporting people in managing their money and investments. Today, as a CERTIFIED FINANCIAL PLANNER™ professional, it’s a goal he fulfills every day, helping clients gain peace of mind that their finances are on track with their dreams.

After graduating from college, Evor worked for a range of firms, from American Express Financial Advisors to a small, high-net-worth advisory firm. The experience deepened his commitment to ethical service and his belief that everyone deserves great financial advice. Today, as president of Aspire Planning Associates, he applies his commitment to all areas of the firm, from marketing and sales to investment portfolios. In his hands-on work with clients, Evor focuses on helping them achieve their goals through a comprehensive plan that includes financial planning, investment management, tax planning, investment real estate, and whatever else they aspire for. He finds it especially gratifying when he helps clients feel empowered about their options and excited for a better future.

Evor lives an active life with his three children in Danville, where he enjoys taking them on camping and other adventures. A former flight instructor, he still likes flying airplanes, and on the ground he takes 100-mile bike rides several times a year with his friends and 73-year-old father.

 

Education and Certifications

CERTIFIED FINANCIAL PLANNER™ Professional, Certified Financial Planner Board of Standards Inc.

B.S., Aviation and Business Finance, San Jose State University

 

Memberships and Community Involvement

Member, Financial Planning Association (FPA)

Member, National Association of Professional Financial Advisors (NAPFA)