Randy Eveland, CFP®, RICP®, CDFA®
Wealth Advisor, Investment Team Member
Randy Eveland is part of the Leadership Team at Covenant Wealth Strategies. He is also a Certified Financial Planner (CFP® ), Retirement Income Certified Professional (RICP®) and a Certified Divorce Financial Analyst (CDFA®). Randy’s background and experience compliments Covenant’s mission to serve the best interest of our clients. He enjoys working with clients to create clarity, understanding and confidence regarding their financial life.
He is passionate about understanding our clients’ goals and delivering strategies that seek to put our clients in a position for success. Randy is experienced in assisting clients with maximizing their executive compensation programs and concentrated stock positions. He also enjoys working with clients who are contemplating and already going through times of transition such as job changes, retirement, marriage, and divorce. Randy also serves as Co-Lead of the Investment Team that delivers investment strategies to our clients.
Before joining Covenant in June of 2013, Randy began his career in financial services at J.P. Morgan Private Bank working with high net-worth, affluent families and individuals. He is a graduate of the University of Delaware. He maintains his 7 and 63 securities registrations with LPL Financial in addition to life and health insurance licenses.
Randy was born and raised in Wilmington, Delaware. Randy and his wife, Liz, were married in 2008 and have three sons, Jack, Alex and Nolan. They also have a Jack Russell Terrier named Rudy. Randy is an avid Philly sports fan and enjoys playing basketball, reading, exercising, and going to the beach in his free time.
RICP conferred by The American College.