Florida
LICENSES & ACCREDITATIONS
Certified Financial Fiduciary®, Certified Financial Advisor, Life & Health Licensed, Annuity Licensed, Long Term Care Licensed
AREAS OF EXPERTISE
Retirement Planning, Estate Planning, Tax Strategies, Annuities, Life Insurance, Long Term Care
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Evan Sussman is honored to serve as Senior Vice President for IFW. Evan has been a successful financial professional for over 17 years. On December 24th 2019, Evan was diagnosed with Stage 3 cancer, and is currently on the road to full recovery. He is forever indebted to the doctors, nurses, and staff that took care of him. Evan has dedicated his career to helping people secure their financial health and well-being.
Prior to IFW, Evan was an Agency Sales Director at MassMutual South Florida from 2012 to 2019. Evan began his financial services career in 2003 with AXA Advisors in Los Angeles, CA. He immediately became a role model and leader in helping his clients effectively meet their financial goals for retirement, college and insurance planning. In 2006, he moved to South Florida and joined John Hancock in Miami as one of their top financial advisors and later transitioned to Mass Mutual.
Evan attended Bernard E. Baruch College in New York where he studied finance. His licenses include FINRA series 6, 63, and a 2-15 (life, health and annuities). In addition, he is a Certified Financial Fiduciary®. He was raised in Huntington, New York, with his twin sister and two older brothers. He has lived in several cities but South Florida is truly his home. “Family is extremely important and I am grateful to have them all here living in Florida so close to me”.
Evan’s main charitable focus is now supporting other cancer patients and survivors. Additionally, he is an active volunteer and business partner in the Dade and Broward County Schools. An outdoor enthusiast and traveler, Evan spends his free time enjoying boating, wakeboarding, tennis, mountain biking, and skiing. His greatest joy is spending time with his two nieces, Sophia and Olivia, and nephew Asher.
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Take the first step toward your dream retirement! Join our live webinar to explore the IFW Retirement Score and uncover powerful strategies to hit your goals and live the life you deserve. Your path to freedom starts now—let’s make it happen!
REGISTER FOR THE WEBINAR To Live Your Best Life in RetirementEvan Sussman's Retirement Planning Insights
Pros and Cons of Cosigning for Student Loans: What Retirees Need to Know
Cosigning a student loan is a significant financial commitment, especially for retirees who need to carefully plan their financial goals. Think of it as being the backup parachute in a
How to Invest Against Inflation: Strategies for Preserving Wealth
Inflation-resistant investments are like your financial bodyguards in your retirement portfolio, ready to safeguard your savings against the impact of rising inflation. Key strategies include investing in Treasury Inflation-Protected Securities