After watching the "bloodshed and carnage" of the market crash of 2008 before graduating college, and having personally known many friends and relatives lose their homes, he knew something had to be done and that there must be a better way. Today, Ivan has joined the ranks of elite professionals specializing in safe money and helping people secure their financial future by showing them how to get market returns with no market risk! 

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Graduated from California State University Fullerton, where he earned his Bachelor of Arts degree in Business Finance. While at CSUF he studied under the direction of Dr. Donald Crane; Dr. Crane is the Program Director for the Certified Financial Planner Board of Standards registered curriculum and a nationally recognized authority on personal financial management. 

Ivan began his career in the finance and financial services industry at Wells Fargo Bank, N.A prior to graduation as a full time retail phone banker.  

 

Upon graduation, he joined Northwestern Mutual Financial Network, a firm that focuses on Life Insurance, comprehensive financial planning as well as investment management and thereafter, worked as an annuity specialist for Pacific Life in their Retirement Solutions Division in 2012 and subsequently obtained his real estate license and became a Realtor with brokerage firm Keller Williams in 2014.

 

His ability to connect with clients provides him a unique opportunity to encourage Americans to save early, save more and save smarter!

 

He loves helping people and educating them on the best way to make their money work for them using tax advantaged strategies.

 

When he is not working, he enjoys making, creating, and playing music. He has also played in several different bands and produced music for local artists.He loves spending time with his family, traveling and appreciating the outdoors.

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Education, specialized training, and Licenses:
B.A., Business Administration Finance, California State University, Fullerton
California Life Insurance License- CA Lic. #0G18952

California Real Estate License- CA BRE#01945049

California Notary Comission #2262544