Evan Coles's guest appearances

Evan Coles

The Dave Towle Show

Real Presence Live

PracticeLab

James Baxter

Craig Johnson

Tim Staples

Bill Johnson

Jason Lee

Matt Wagner

Tsh Oxenreider

Cynthia Clark

James Joyce

Michael Joseph

Clay Routledge

Kris Miller

Chris Stewart

John Burns

Jennifer Smith

OwlTail

Ryan Juve

Jennifer Schneibel

Ryan Juve, Jennifer Schneibel & Evan Coles - RPL 03.09.22 1/2

Many advisors take a holistic approach to financial planning, but David and Evan Coles of WMBC Financial in Irvine, California, have gone a step further. Working alongside their father, Scott Coles, who founded WMBC in 2003, the two brothers have developed a proprietary “human wealth” planning strategy, aiming to understand not just clients’ financial needs, but also their emotional relationships to money as well as their sense of overall well-being. In this episode, you will hear David and Evan share how they worked with a think tank on this so-called human wealth approach, and how they implement it in their practice. We will also discuss how this family firm has found success working with other family-owned businesses. Visit PracticeLab to read more.

<p>Many advisors take a holistic approach to financial planning, but David and Evan Coles of WMBC Financial in Irvine, California, have gone a step further. Working alongside their father, Scott Coles, who founded WMBC in 2003, the two brothers have developed a proprietary “human wealth” planning strategy, aiming to understand not just clients’ financial needs, but also their emotional relationships to money as well as their sense of overall well-being.</p> <p>In this episode, you will hear David and Evan share how they worked with a think tank on this so-called human wealth approach, and how they implement it in their practice. We will also discuss how this family firm has found success working with other family-owned businesses. Visit <a href="https://www.capitalgroup.com/advisor/practicelab/podcasts/wellness-and-financial-planning.html" rel="noopener nofollow" target="_blank">PracticeLab</a> to read more.</p>

Putting wellness at the center of financial planning, with David and Evan Coles