Arroyo Grande, California

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Arroyo Grande, CA 93420

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Everence Financial

Hours
Mon.-Fri. by appointment
Sat.-Sun. closed

Phone: (661) 747-4619

Meet our team

Phil Stangland, Financial Planner

Phil Stangland, CFP®

Financial Advisor

Contact:

P: (661) 747-4619

Location(s):
Arroyo Grande, CA

Rachel Swartzendruber Miller, Everence Financial

Rachel Swartzendruber Miller

Vice President, National Markets

Contact:

P: (319) 449-0953
T: (877) 656-4242
F: (319) 448-5864

Location(s):
Henderson, NE
North Newton, KS
Fisher, IL
Clovis, CA
Kalona, IA
Hutchinson, KS
Colorado Springs, CO
Soldotna, AK
Carlock, IL
Arroyo Grande, CA

Upcoming and recorded webinars

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Employee Benefits Webinar Series - Early career

Building a strong foundation

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Understanding Medicare

Online webinar

Attend our webinar and get the information you need!

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Family finances

Estate Planning: Made Clear

How estate planning can spare your family confusion, conflict and costly mistakes

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Employee Benefits Webinar Series - Mid-career

Managing growing responsibilities

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Employee Benefits Webinar Series- Late career

Preparing for a confident transition

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Event date:

Retirement age couple sitting on a pier looking out over a lake at golden hour.
Preparing for retirement

Understanding Medicare

Online webinar

Attend our webinar and get the information you need!

Event details

Event date:

Middle-aged couple working with their financial planner and shaking hands.
Family finances

Financial Planning: Made Clear

How to build a financial plan that reflects your goals, values and life

Event details Sign up

Event date:

Retirement age couple sitting on a pier looking out over a lake at golden hour.
Preparing for retirement

Understanding Medicare

Online webinar
2:00 and 8:00 p.m.

Attend our webinar and get the information you need!

Event details

Event date:

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Family finances

Fraud Prevention: Made Clear

How to recognize, avoid, and recover from today's most common scams

Event details Sign up

Event date:

Retirement age couple sitting on a pier looking out over a lake at golden hour.
Preparing for retirement

Understanding Medicare

Online webinar
2:00 and 8:00 p.m.

Attend our webinar and get the information you need!

Event details

Event date:

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Family finances

Charitable Tools: Made Clear

Hilarious generosity in a miserly world

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Recorded webinars


If you didn't get a chance to attend a live webinar, you can browser our webinar library and get caught up.

News

Additional updates from Everence

Everence President Ken Hochstetler poses in office.

Ken Hochstetler announces plans to retire in spring 2027

By Steve Lindsey

A thoughtful leadership transition developed in partnership with the Everence Board of Directors

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Published:

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Monthly Market Commentary

Get insights from Everence investment leaders on the economy and investment markets. 
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Family finances

Ready for school?

By Sharon Hernandez

Plan your back-to-school shopping with these tips from our experts

Read article

Published:

Everence employee interviewing executive leadership at Redemption Housing.

Redemption Housing at ten years: A community building a movement

By Abby King

Redemption Housing, a West Philadelphia organization providing transitional housing and faith-based support those returning from incarceration, helping them rebuild their lives through community, stability, and structured programs. Brotherhood, dignity, and genuine support create lasting transformation.

Read article

Published:

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Everence news

Everence recognizes 45 outstanding young leaders

Everence awards 2026-2027 academic scholarships

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Disclosure

Advisory services and securities may be offered through a third-party registered investment advisor or registered broker-dealer that is not affiliated with Everence Trust Company. Investments and other investment-related and/or securities products are not NCUA or otherwise federally insured, may involve loss of principal and are not guaranteed.