Broker Check


Ivan M. Illan, CFS


(310) 407-2844

[email protected]

For more than 25 years, Ivan Illán has pursued his enthusiasm and vision for innovative methods of managing money. Beginning at the age of 12, when he asked his father to turn over his college fund, he developed his first...
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Jonas Lee

Founding Partner

(310) 407-2805

[email protected]

In the spirit of long term endurance, Jonas Lee has been in the insurance and financial industry for over 28 years with Massachusetts Mutual Life Insurance Company (MassMutual). Originally hired by Connecticut Mutual in March of 2004...
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