Ivan M. Illan,

Financial Advisor

During my 20+ year career, I’ve directly raised and managed over $1Billion AUM/AUA. Early success included forming MingConsulting, an investment banking consultancy, after starting my career, years earlier, at Nuveen Investments.

Currently, I serve as Founder and CIO at Aligne Wealth Preservation & Insurance Services, LLC, a Los Angeles-based boutique wealth advisory practice with proprietary investment and risk management solutions for HNW/UHNW families and businesses. I’m also Partner for Investment Management at Global Wealth, based in Miami. Capstone Partners, based in Newport Beach, has recognized Aligne Wealth #1 in total advisory fee revenues, since 2011.

I hold the Certified Fund Specialist (CFS®) designation, and am a Member of CFA Society Los Angeles and CFA Society New York. I’m frequently interviewed on topics related to capital markets, also as an Elite Contributor at Equities.com, Official Member of the Forbes Finance Council, Forbes Contributor and Forbes CommunityVoice.

Recognized as a Financial Times Top Financial Adviser, and awarded the Five Star Wealth Manager Award, featured by Los Angeles Magazine and the Wall Street Journal, I’ve also been selected as an Investopedia Premier Advisor. I earned a B.A. in Philosophy and a B.S. in Finance from Boston College.

Disclosures: Ivan M. Illán is a Registered Principal of and offers securities and investment advisory services through MML Investors Services, LLC., member SIPC (www.sipc.org). Supervisory address: 4695 MacArthur Court, Suite 1000, Newport Beach, CA 92660, (949) 660-1717.

Ivan M. Illán is licensed to sell securities in: AZ, CA, CT, FL, HI, KS, MA, MD, NC, NJ, NM, NV, NY, OR, WA, UT, GA, TX, and DE; and, licensed to sell insurance in: CA, HI, OR, NY, OR, GA, MA, ME, NV, NC, TX, UT (Domiciled in California Insurance License # E72008). He cannot communicate with, nor respond to, request from people who reside in states where he is not licensed to conduct insurance and/or securities business.

 

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THE REST OF OUR TEAM

Our talented team is multicultural and multilingual, to help meet the needs of our global clientele.  We encourage you to learn more about us here, and we look forward to meeting you in person.

 

Pablo Fernandez
Senior Partner

Christa Albright
Partner, Financial Planning and Operations

Alvaro Munoz 
Partner, Business Development

Ivan M. Illan
Financial Advisor

Scott C. Grove
Financial Advisor

Linda Mooney Norrie
Financial Advisor

Laura J.Rodriguez
Financial Advisor