Tania Gordon

Tania Gordon is a Senior Associate at Evoke Advisors in Los Angeles, CA, where she provides advisory and operational support to high-net-worth clients, focusing on holistic wealth management strategies. In her current role, she assists in designing investment portfolios and services tailored to client needs, with emphasis on multi-asset allocation and personal financial planning.

Prior to joining Evoke Advisors, Tania held senior client associate positions at J.P. Morgan Wealth Management, where she supported client relations and contributed to financial planning efforts in the Los Angeles branch. Her experience spans advisory support and operational coordination within the private wealth sector, specializing in solutions for individuals and families with complex financial requirements.

Tania holds a degree in Personal Financial Planning from UC Berkeley Extension and a bachelor’s degree in Physiological Science from UCLA. Her expertise includes client service, investment advisory, and portfolio construction, with particular focus on diversified asset classes for affluent investors. Tania is recognized for her commitment to client-focused outcomes and has contributed to the efficient delivery of wealth management services within both banking and independent advisory environments.