Meet ivan
"As a kid, I thought everyone discussed monetary policy at family dinners!"
Forbes contributor, award-winning financial services entrepreneur and bestselling finance author, Ivan Illán, bought his first stock at 13. His grandfather's tales of economic betrayal, while serving as Undersecretary of the Treasury of Cuba for the Castro Revolutionary Government, inspired an early interest in economics and capital markets.
Over Ivan's professional career, he's raised and managed over $1 Billion in assets under management for registered investment advisers in senior portfolio manager and institutional sales roles with Fortune 100 companies and startups. Since 2012, he’s served as Founder & CIO of an award-winning boutique wealth advisory firm.
Amazon’s #1 Financial Services Bestseller, Success as a Financial Advisor For Dummies (©️2018, John Wiley & Sons), is Ivan’s must-have reference manual for anyone seeking a rewarding financial advisory career. His first book, How to Hire (or Fire) Your Financial Advisor: Ten Simple Questions to Guide Decision-Making (©️2015, iUniverse), was critically acclaimed by The Washington Post.
Education & Engagement:
B.S., Finance, Boston College; B.A., Philosophy, Boston College; Founding Member, CFA Society Los Angeles Wealth Management League; Member, CFA Institute; Member, American Economic Association; Accredited Investment Fiduciary (AIF®); Certified Fund Specialist (CFS®); Frequent contributor to Forbes and other business media
Awards & Recognition:
Official Member, Forbes Finance Council (2016-2021); Financial Times Top Financial Adviser (2016); Five Star Wealth Manager (2018-2021); Inc. 5000 Honoree (2019); InvestmentNews Excellence in Diversity & Inclusion "See It, Be It" Role Model Award (2019); Financial Times 500 Americas' Fastest Growing Companies (2019)
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