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 18 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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