Investment Advisor Representative, and proud to be part of the Vesta Beverly Hills Hub. The majority of his practice is focused on clients at all stages of divorce. Through Strategic Divorce Planning, Ivan can offer comprehensive divorce financial planning services for those considering or going through the divorce process. He helps by looking at asset division options, cash flow analysis and the future implications of the financial decisions people make during the divorce process. In essence, his goal in working with clients is to help them answer the question “Am I going to be okay?”
Ivan’s passion for this work is fueled by recognizing the emotional impact of divorce on most people and having seen too often the impact of making forced decisions in an emotional time. Ivan understands the value of a team approach to help clients feel they are informed about the process to make decisions that positively impact themselves and their families.
Many divorce professionals focus on the client’s divorce and don’t offer services beyond that point. Ivan and the Strategic Divorce Planning team are unique in that they guide the client through divorce and help in rebuilding their financial life after divorce. Whether a financial plan or investment advice is needed, Ivan focuses on the strategy of how to get people on track to accomplishing their goals.
Ivan attended both the University of Southern California and the University of Nebraska-Lincoln, graduating from the latter. He has lived in Los Angeles since 2007, and calls Beverly Hills home. He started his career in Financial Services in 2016 after having been a long-time client of a financial services firm and seeing the power of informed financial decision making. He feels very fortunate to have found such a passionate niche and has focused his business on what he knows is truly meaningful work. He is a member of the Rotary Club of Los Angeles (LA5), Beverly Hills Chamber of Commerce, and the Beverly Hills Bar Association.
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