Ivan Usztics, CRPC®
Prior to joining Generations Wealth Advisors Ivan was with Merrill Lynch Wealth Management and ING Financial Partners. Ivan is originally from Pennsylvania, where he began his career in the financial services industry in 2006. He relocated to Florida in 2009.
Ivan graduated from the University of Pennsylvania Bloomsburg and has a degree in Finance and International Business. He achieved CRPC (R) certificate status, a designation awarded by the College of Financial Planning, in 2010. In Ivan's spare time he enjoys exercising, spending time in the outdoors, and giving back to the community.
As a Financial Advisor, Ivan focuses on financial planning for affluent families and public employees. Ivan has a defined process by which he works with each client. He insists on understanding the specific situations of the individuals he works with; thereby being able to develop customized financial plans based on financial goals and objectives and then implementing a disciplined investments strategy designed to help achieve those goals, including retirement planning, estate planning, college funding, etc. With Ivan, clients can expect a vast array of resources in the way that is most appropriate for how you invest and what you want to achieve.