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.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (DE, FL, MA, NY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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