top of page
AdobeStock_265932213 main homepage_edited.jpg

Are you an individual planning for yourself or your family?

Our Partnership

Stratos Wealth Partners

Are you an owner or executive planning for a business?

Our Partnership

Custodial Relationships

Evan Cohen
Founder, Financial Advisor

“I have a singular, core focus to pursue one specific goal - to guide families, individual investors, executives, and business owners toward achieving a successful, goals-based retirement outcome.”

Evan has spent more than 20 years building professional relationships across North County, San Diego. He began his career at Morgan Stanley in Carlsbad, followed by 12 years with Edward Jones in Encinitas, and in 2023 founded his firm, North County Wealth.

Together with his team, the backing of a Barron’s Top 100 RIA firm*, and 3 industry leading strategic relationships for clients to select from - LPL, Charles Schwab and Fidelity, our clients have a multitude of options as it relates to investment choice, asset custodian, and fee transparency. 

My wife and I reside in Del Mar with our daughter. I enjoy surfing, fitness training, and mountain biking our local trails. 
 

evan cohen
linkedin

Andrew Farrell
Financial Advisor, Corporate Retirement Plans

Andrew Farrell has 26 years of experience in the qualified retirement plan market as an advisor and plan manager. He supports San Diego based companies by managing their retirement plan and helping their employees achieve a successful retirement outcome. Andrew holds the Certified Plan Fiduciary Advisor and Nonqualified Plan Consultant designations from the National Association of Plan Advisors. In addition, he earned his bachelor's degree from the University of Maryland. Living in San Diego with his wife and children, Andrew enjoys volleyball, cycling and scuba diving. 

Andrew Farrell.jpg
linkedin

Sebastian Soto
Client Service Associate

Sebastian Soto is our Client Service Associate at North County Wealth in the Del Mar office. After a professional soccer career in Europe, he transitioned into financial services. He builds confidence with our clients through his warm, supportive and client focused approach.
 
Sebastian is currently earning his finance degree and resides in Carlsbad.

 
Sebastian Soto.jpg
linkedin
broker check

12348 High Bluff Drive, Suite #240
San Diego, CA 92130

Direct: 858.952.1858​

 

Form CRS

LPL Financial Form CRS

Privacy Policy

​

Check the background of your financial professional on FINRA's BrokerCheck.

​

Securities offered through LPL Financial, member FINRA/SIPC. 

​

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents

of the states in which they are properly registered or licensed.

​

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

​

*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth Partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

 

Methodology: https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04

bottom of page