Ivan M. Illán

  • 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 through a network of experienced professionals with expertise in:

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

*Trust services offered through the MassMutual Trust Co., FSB

See Ivan’s Licenses and Disclosures

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Capstone Partners - Century City

Satellite Office

1888 Century Park East STE 150
Los Angeles, CA 90067