Focus: Insurance Strategies, Investment Strategies
Ian Seidner is a Managing Associate with Charter Oak Financial, whose proud history dates back to 1886. Ian focuses his practice on educating business owners, young families and Baby Boomers to help them achieve financial freedom.
Prior to joining Charter Oak, Ian spent time in various roles from advisor to partner in the financial industry.
Outside of the office, Ian is involved with NetWorkZ Group, which connects local professionals to provide an inclusive client experience. Additionally, Ian is an active member on the planning board of Alpha Epsilon Pi Alumni of CT. His hobbies include snowboarding and tennis, and he is an avid DIY’er.
• Small- and medium-sized businesses
• Young families
• Baby Boomers
Check the background of this investment professional on FINRA’s BrokerCheck