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Wealth Consultant

Quinn Sterling, CFP®

About Quinn

Quinn Sterling is a Wealth Consultant at Evergreen Gavekal, where he focuses on client acquisition and management. Quinn is passionate about helping people reach their financial goals and brings that enthusiasm to every client relationship.

He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is Series 63 and 66 certified. Before joining Evergreen Gavekal, Quinn worked in institutional sales at Time Value Investments, where he helped manage municipal investment portfolios for cities throughout the West Coast.

A native of Mercer Island, Washington, Quinn graduated from the University of Washington with a degree in Finance. While at UW, he played for the Men’s Basketball Team and was honored with the 101 Club Scholar Athlete Award and the Lorenzo Romar Coaches Award.

Education & Qualifications

University of Washington

Bachelor's Degree, Finance

Professional Affiliations

Professional Designation, Certified Financial Planner (CFP®)

Regulatory License, FINRA Series 63

Regulatory License, FINRA Series 66