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Biography

Ian is a Wealth Management Associate at Cerity Partners’ Silicon Valley office in San Jose, where he focuses on building financial projections, monitoring investments, and helping clients work toward their long-term financial goals.

Outside of work, Ian enjoys international travel, skiing, and golf.

Learn more about my practice.

Education

  • B.S. in Finance, Santa Clara University

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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.