Ivan is a Trading Specialist at Falcon Wealth Planning, where he assists the trading team in the day-to-day management of client assets. He graduated with honors from California State University, San Bernardino in Spring of 2024 with a Bachelor's degree in finance. As CFA Level 1 candidate, Ivan is determined to become a top financial analyst. His resilience, loyalty, and eagerness to learn about finance have made him well-equipped to pursue a career in this challenging industry, and he is grateful to Falcon Wealth Planning for the opportunity.

Outside of work, Ivan enjoys researching potential securities for his personal portfolio, playing basketball, and spending time with his family and friends.