To say that Igor is passionate about financial planning is an understatement. He spends much of his time reading, researching, and practicing wealth building strategies. His unique outlook and experience with retirement planning and business strategies allow him to serve his clients. Igor graduated from CSU Fresno with a BS degree and teaching credential. He has earned his Retirement Income Certified Professional designation through The American College, along with his Series 7, 65, 63, 6, and CA insurance registrations. Igor has received his Financial Planning Certificate from the College For Financial Planners. He achieved his CERTIFIED FINANCIAL PLANNER™ mark in October, 2020. When he is not reading books on business and finance, he loves spending time with his wife Laurie, and his two children Kyler and Kelsey. In his spare time he enjoys exercising, traveling, and making a positive difference in his community via Rotary, church, and other non-profit organizations.
-Portfolio management/Asset allocation
-Business Resources and Executive/Key Employee Strategies
-Tax Management Strategies