Ivan works with multi-generational families, those in retirement, those preparing for retirement, helping clients navigate comprehensive financial planning, retirement planning, tax-efficient planning.

He takes a client-centered and goal-oriented approach to planning, focused on helping clients stay aligned with their long-term financial objectives.

Ivan studied at Metropolitan State University of Denver. His educational background supports a thoughtful and goal-oriented approach to helping clients navigate important financial decisions.

Outside of work, Ivan enjoys cycling and supporting local animal welfare organizations through volunteer work.

Serving clients in and around Danville, CA.