695 Bloomfield Ave,
Managing Partner | Private Wealth Advisor
Athishay Gangadharan, a managing partner and founding member of Evoke Wealth Management, brings more than 20 years of experience in financial services to the team. As a wealth advisor, he offers customized solutions and advice to high...
Managing Partner | Portfolio Manager
Craig Petrassi is a managing partner and founder of Evoke Wealth Management. As Evoke’s portfolio manager, Craig brings tremendous value to the team with his ability to connect each client’s goals and purpose to his...
As a founding partner of Evoke Wealth Management, Howard Reizun, CFP® has found that relationships are the most important aspect of his career. With over 30 years of financial services experience, partnering with clients and...
Managing Director | West Coast Region | Private Wealth Advisor
(714) 332 2915
Client Operations Associate
(973) 891 5065
Independence does not mean we work alone. In addition to our relationships with the industry’s leading financial experts, we are backed by some of the most influential organizations in the financial services industry today.
The safety and security of our clients’ accounts is our number one priority. Every broker/dealer needs a clearinghouse to provide trade execution, clearing, and other related services for your brokerage accounts. Evoke Wealth Management utilizes Fidelity Institutional, a Fidelity Investments broker/dealer affiliate, to clear and custody client assets. Fidelity has a reputation for integrity, with over 70 years of financial management experience, and over $11.2 trillion in assets* under administration.
*as of 7/31/21
Our business is built on a foundation of thoughtful client relationships.
Kestra Financial, Inc. empowers leading independent advisors to provide superior client service. They support more than 1800 independent financial advisors by providing technology, compliance, and infrastructure necessary to process transactions. This partnership allows us unrivaled access to a number of best-in-class products and services as well as subject-matter experts. Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and of Kestra Advisory Services, LLC; Kestra Private Wealth Services, LLC; and Kestra Institutional Services, LLC, all federally registered investment advisers. For more information about Kestra Financial, please visit www.kestrafinancial.com
* Fidelity Investments and Fidelity InstitutionalSM (together "Fidelity") is an independent company, unaffiliated with Kestra Financial or Evoke Wealth Management. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Evoke Wealth Management and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 992695.1.0
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals has several decades of experience. We look forward to working with you.