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MassMutual financial professional.

Ivan M. Illánemail

  • Professional Story

    I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

    • Advisory services Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies

    CA Insurance License Number 0E72008

    Education

    BS, Finance and BA, Philosophy Boston College

    Affiliations & Memberships

    Member, CFA Institute
    Member, American Economic Association

    Community Involvement

    Chair Emeritus, Step Up on Second, Inc.

  • Languages:
    • English
    • Spanish

  • Credentials:
    • CFS®
    • AIF®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Estate Planning
    • Business Succession Planning
    • Charitable Giving
    • LGBTQ
    • Retirement Income Planning
    • Risk Management Strategies
    • Group Benefits
    • College Funding Strategies

Check the background of this investment professional on FINRA’s BrokerCheck

See Ivan’s Licenses and Disclosures

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