Broker Check

BIOGRAPHIES

Ivan M. Illan, CFS

Founder

(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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Cy Hess, CFA

Vice President, Retirement Services

(860) 961-2558

[email protected]

Cy brings nearly 15 years of 401(k) plan and investment experience to his current clients; retirement plan sponsors and their employees. He enjoys helping employers become “DOL audit-ready” and educating employees on the...
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