Ivan M. Illán

Credentials:
  • CFS®
  • AIF®

Focus: Insurance Strategies, Investment Strategies, Business Owners, Estate Planning, Business Succession Planning, Charitable Giving, LGBTQ, Retirement Income Planning, Risk Management Strategies, Group Benefits, College Funding Strategies

Languages: English, Spanish

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

  • Advisory services Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies

CA Insurance License Number 0E72008

Education

BS, Finance and BA, Philosophy Boston College

Affiliations & Memberships

Member, CFA Institute
Member, American Economic Association

Community Involvement

Chair Emeritus, Step Up on Second, Inc.

See Ivan’s Licenses and Disclosures

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Contact Ivan

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Capstone Partners - Century City

Satellite Office

1888 Century Park East STE 150
Los Angeles, CA 90067

CRN202008-234829