• Your Financial Planner

Ian D. Quan-Soon, President, is a Certified Financial Planner with over 20 years of experience in the financial services industry.

During the past 20 years, Ian was employed as a stock and bond analyst at two major Wall Street investment banking firms and as a financial planner. Ian holds a BSc degree in Economics, an MBA in Finance, an ASEE in Electronics and is a registered representative of the National Association of Security Dealers (NASD - Series 7 license).

Ian authors articles on financial planning and speaks frequently on financial planning topics to organizations and businesses.