How We Work with You

We believe all our clients deserve independent, objective advice with institutional-caliber investment solutions. The investment advice Iván provides is always in his clients’ best interests.

Working under the philosophy that every client’s situation and goals are unique – and therefore each client deserves a customized approach to planning for their financial future – Iván’s mission is to help his clients make the most of their opportunities. In doing so, he provides them with three essential elements in order to help support their long-term financial success:

working with you circles NEW.png

These elements are modeled around today’s volatile investment climate and the variety of ways in which we can work with you. We have the academic credentials, professional designations, and experience to help our clients build their ideal financial future. Iván’s investment philosophy is research-driven, evidence-based, and real world-tested. His highly disciplined investment process is easily understood, economical, and effective.

Iván is committed to his clients and defines his own success by his clients’ success. If you have any questions or would like to schedule a meeting to discuss your financial future, start the conversation today.

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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX