A Customized Approach to Your Wealth Management

We take a comprehensive approach to the management of our clients’ investments, and there are numerous areas in which we can help, from asset and liability management to estate planning strategies.

My Professional Designations

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Giving You the Best of Our Expertise

Iván believes his credentials, passion for professional acuity, and pursuit of the most respected industry designations are instrumental in making the most of your current financial life and its future. He welcomes the chance to gain a better understanding of your goals, and he hopes you look forward to getting to know him as well.

Start the Conversation

If you haven’t yet started planning for your ideal financial future, there’s no better time to begin than today. We look forward to hearing from you, and we welcome you to join us for a free, no-obligation consultation.

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The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.