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Biography

Ian is a Partner in the Los Angeles office with more than ten years of experience. He specializes in counseling high-net-worth individuals and families, senior executives, and business leaders in tax, investments, insurance, company benefits, estate planning, and retirement planning. He focuses on optimizing wealth through efficient investing, risk management, and tax strategy. With his broad base of finance and investing experience, Ian enjoys helping his clients find creative solutions to complex financial problems. He is also a member of the firm’s Environment, Social, & Governance (ESG) Investing and Diversity, Equity, and Inclusion (DEI) Committees.

Prior to joining Cerity Partners, Ian worked as an Associate at Hollander Asset Management in Miami, Florida. Ian is a Certified Financial Planner® and received his BSBA with a degree in Management Science and Economics, University of Miami.

Learn more about my practice.

Education

  • BSBA with a degree in Management Science and Economics, University of Miami

Highlights

  • CERTIFIED FINANCIAL PLANNER®

Q & A

What kind of clients work best for you?

Clients with complex financial situations who are looking to simplify their lives. Too many cooks in the kitchen can cause chaos, whereas I believe having a one-stop-shop of experts benefits everyone.

Who inspired you to pursue your career in financial management? How?

Each one of my clients. When I see that “AHA!” moment from the client as we walk through our financial plan, it brings me so much joy.

What differentiates Cerity Partners from other firms in our space?

Our people. At the end of the day, most of our competitors have teams who are just as bright. When you want to work with people who are optimistic, fun, and energetic, Cerity Partners is for you.

Latest Insights

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Ian Bai

Partner

Individuals and Families

The Post-IPO Lockup Playbook for Equity Holders

If you’re an employee or equity holder of a company undergoing an IPO, your shares may be your single largest financial asset. With several major IPOs on the horizon at companies like SpaceX, OpenAI, and Anthropic, your decisions over the next six to 18 months could alter the course of your after-tax finances for the rest of your life.

Ian Bai and Sean Moore

Partner

Individuals and Families

Understanding Your Medicare Options

Soon-to-be retirees about to turn 65 have an important choice to make regarding their health insurance. Specifically, do you go with traditional, public-sector Medicare, or do you combine that approach with a privately-administered Medicare “Advantage” plan?

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Thank you for your interest

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.