Inspired Financial

Inspired Financial (CRD# 125713) is a financial advisory firm headquartered in Huntington Beach, CA. They manage $123,000,000 in 395 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    395
    ACCOUNTS
  • Average Account Value
    $311,392
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, PA

Financial Advisors at Inspired Financial
Showing 1 - 3 of 3 top financial advisors.
1
Evelyn Zohlen
CRD#: 3059782
5011 Argosy Ave, Suite 7, Huntington Beach, CA 92649
96
Wealthminder
score

Evelyn Zohlen (CRD# 3059782) is an Investment Advisor Representative working at Inspired Financial in Huntington Beach, CA and has over 19 years of experience in the finance industry. Evelyn Zohlen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kevin P. Henss
CRD#: 6305455
5011 Argosy Avenue, Ste. 7, Huntington Beach, CA 92649
90
Wealthminder
score

Kevin Henss (CRD# 6305455) is an Investment Advisor Representative working at Inspired Financial in Huntington Beach, CA and has 1 year of experience in the finance industry. Kevin Henss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Mark L. Prendergast
CRD#: 4422865
5011 Argosy Avenue, Suite 7, Huntington Beach, CA 92649
90
Wealthminder
score

Mark Prendergast (CRD# 4422865) is an Investment Advisor Representative working at Inspired Financial in Huntington Beach, CA and has 1 year of experience in the finance industry. Mark Prendergast has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.