Evelyn Elizabeth Breen
Investment adviser representative at Retirement Income Solutions, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Retirement Income Solutions, Inc.May 2022 to now
- Diamant Asset Management Inc.Apr 2016 to Apr 2022
- Diamant Investment CorporationApr 2016 to Apr 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, MI).
Retirement Income Solutions, Inc.
$3BAssets managed
1,274Clients
16Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5075239
- Firm CRD
- 110145