Evan Luongo, CFP®
Helping busy professionals and solopreneurs delete their financial stress
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Serving Clients Nationwide
Helping busy professionals and solopreneurs delete their financial stress
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Evan Luongo, CFP®
With over 7 years of experience at Dimensional Fund Advisors, Evan Luongo, CFP®, knows a thing or two about navigating the complex world of finance.As a Regional Director since 2022, he’s provided investment advice to hundreds of Financial Advisors. Now, as the founder of NoDa Wealth, Evan blends his industry expertise with a personal touch, offering tailored financial planning for busy professionals.
Whether you’re focused on career growth, planning for a family, or building your wealth, Evan is here to simplify your financial journey and help you thrive today and in the future.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Financial Planning Association
- National Association of Personal Financial Advisors
Primary Location
Charlotte, North Carolina
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule your free assessment and learn how our 3-step process can streamline your finances and enhance your wealth management. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About NoDa Wealth Management
NoDa Wealth helps busy professionals delete their financial stress and make the most of their wealth building years.Why Choose NoDa Wealth?
We get it — managing money while juggling career growth, family, and everything else can be a lot. We simplify your financial decisions so you can focus on living life now, while making sure your future is covered. Stress-free, straightforward, and totally personalized.
At NoDa Wealth, we are...
✔️ Tailored for Life's Biggest Moments
We help you plan for major life transitions, like career changes or starting a family, while still living your best life today.
✔️ Transparent, No-Nonsense Strategies
Our approach is clear and straightforward—data-driven solutions that eliminate the guesswork and keep you on track.
✔️ Certified Experts You Can Trust
With CFP® professionals and fiduciaries on your side, you get expert advice that’s all about making your money work for you.
Rooted in NoDa, Serving Busy Professionals Across America
At NoDa Wealth, we proudly call NoDa our home—it's where our brand was born—a neighborhood in Charlotte, North Carolina.
While we have deep ties to this vibrant neighborhood, our mission extends far beyond local borders. We serve clients across the U.S., offering personalized financial guidance that resonates with busy professionals.
Education
Penn State University, Bachelor's Degree, Finance, General
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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