Evergreen Ambassadors

Beyond pure investment management, Evergreen Gavekal provides guidance and planning to support our clients in the pursuit of their financial goals. We rely on allies who have worked with us and seen the value in active portfolio management and comprehensive wealth planning. An Evergreen Ambassador is someone who partners with us to promote education around financial planning and investing in the community.

Interested in becoming an Ambassador?

Get started today!

 

Here's what you need to know:

To join, you may request a phone interview to learn about the program requirements and upcoming opportunities. We will keep you in the loop on happenings at Evergreen and pass along content to share with your network. 

Announcements & exclusive updates

Be the first to know about podcasts, edgier planing topics, and Evergreen's take on local news and politics.

Events

At in-person events, guests can be part of a discussion with a small group, facilitated by a Financial Planner. These are great opportunities to introduce friends to Evergreen.

WEBINAR

WEDNESDAY, MAY 13 2020 @10 AM

Topic:

Estate Planning 101

WEBINAR

WEDNESDAY, APRIL 15, 2020 @ 10 AM

Topic:

Do You Have a Plan?

WEBINAR

WEDNESDAY, APRIL 8, 2020 @ 10 AM

Topic:

Do You Have a Plan?

WEBINAR

WEDNESDAY, APRIL 22, 2020 @ 10 AM

Topic:

Guide to Wealth Wellness

Connections

Gain access to the local recommendations list we normally save for our Family Office clientele.

See what we recommend. Click on the topic you want access to. 

SCHOOLS / RESTAURANTS / HOTELS / GOLF & TENNIS / MORE 

BELLEVUE

10500 NE 8th Street, Suite 950

Bellevue, WA 98004

425.467.4600

50 California Street, Suite 3650

San Francisco, CA 94111

415.980.6300

PORTLAND

805 SW Broadway, Suite 610  

Portland, OR 97205

503.575.9758

NAPA

SAN FRANCISCO

1850 Soscol Ave, Suite 205

Napa, CA 94559

707.287.9686

 

DISCLOSURES