Ian is a Senior Financial Advisor at Capital Advantage, as well as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Investment Advisor Representative. Ian is part of the investment committee, and is responsible for developing and maintaining client relationships, designing financial plans, and managing investment portfolios.
As an advisor, Ian believes his job is to produce peace of mind by producing financial clarity for his clients. He works to clearly illustrate a current path and what options are available for each person he meets with. Ian primarily works with people who are preparing for retirement, or who have recently retired and live in Alameda or Contra Costa County.
Previously, Ian worked at Bank of America and at Wells Fargo where he was responsible for managing high net worth client relationships. He joined Capital Advantage in 2012.
In addition to his work at Capital Advantage, Ian is dedicated to the East Bay Area community and local volunteerism.
Ian lives with his wife and two daughters in Walnut Creek, CA. In his time outside of work, Ian enjoys live music, barbecuing, and rooting for the San Francisco 49ers.
BA in Business Administration, Walla Walla University, WA
Board of Directors, Alameda County Community Food Bank
Graduate, Leadership Contra Costa 2014
Schwab Executive Leadership Program