Financial Advisor

Evan Goetz CFP®

Evan Goetz is a CERTIFIED FINANCIAL PLANNER™ and Financial Advisor at Retirement & Financial Strategies. He has built his practice on a foundational belief that the most effective financial guidance flows from genuine, trust-based relationships — and he brings that philosophy to every client interaction.

As part of the firm's advisor team, Evan has had the privilege of working alongside clients through significant financial milestones, developing the kind of deep familiarity and trust that only comes from sustained, attentive engagement. He looks forward to continuing to grow those relationships and helping clients chart a clear course toward their goals.

Evan is a graduate of Western Kentucky University, where he earned a B.S. in Finance with a concentration in Personal Financial Planning — graduating summa cum laude — before earning his CERTIFIED FINANCIAL PLANNER™ certification in 2025. He is a proud graduate of Owensboro Catholic High School.

Outside of the office, Evan and his wife Adaira share a love of travel, exploring new places, discovering local cuisine, and hiking. He is also an avid guitarist and stays grounded through regular fitness and a commitment to physical and mental health.

Education & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) — 2025
  • Investment Advisor Representative — 2023
  • B.S. in Finance, Personal Financial Planning Concentration, Western Kentucky University, summa cum laude — 2023
  • Owensboro Catholic High School — 2020