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Biography

Ian is an Associate in Cerity Partner’s Los Altos office. He is a member of the Wealth Management team and is responsible with onboarding new clients, preparing financial statements, and helping to provide wholistic wealth planning services to high-net-worth individuals.

In his spare time, Ian enjoys playing soccer, pickleball, traveling, and cooking.

Education

  • B.S. in Finance, Santa Clara University

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By clicking “Submit”, 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.