Advisory Board Member Profile
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Evan Shear
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CrossleyShear Wealth Management
Certified Financial Planner 
Area of Expertise
Innovation Processes, Digital Transformation, Innovation in Regulated Industries
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As a CERTIFIED FINANCIAL PLANNER™ professional and Co-Founder of CrossleyShear Wealth Management and CSsports, I’ve held a lifelong passion for helping individuals and families achieve their financial aspirations. I am also among a select few financial planners recognized by the National Football League Players Association (NFLPA) for my financial planning expertise and integrity. My team and I understand the important role we play in our client’s lives and embrace the opportunity to be their life-long financial partner. Whether an individual, family, corporate executive, business owner, retiree or professional athlete, we are driven by a promise to deliver personalized care and customized solutions for all client’s needs ranging from everyday spending advice and retirement planning to managing their investments, insurance, college savings and business planning. It’s a care commitment we live by every day, empowering our clients to achieve their financial goals and providing security to those that matter most in their lives. Working by their side to plan for life’s uncertainties and celebrate life’s joys.
My passion for helping others also drives my philanthropy and social activism. I am actively involved with several national and local charitable organizations. Causes involving children, Alzheimer’s disease, epilepsy and diabetes are especially personal to me. I also serve on the Board of the Epilepsy Association of Central Florida’s Scholarship Foundation, a group dedicated to providing financial assistance to students affected with epilepsy and seizure disorders, as well as organizations dedicated to its research and care.
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