About Us

Ivan Gonzalez, ChFC, CLU
Financial Advisor

Ivan has been in the financial services industry since 1995.

 

As the Founder of Ivan Gonzalez Financial Services he has the capability of working with other well known affiliated companies that have top products and services to help meet the client's needs.

 

"Many of my clients are concerned about:

• Protection for the Family
• Children's Education
• Retirement Planning

My job is to help them take care of those concerns with financial planning strategies, whether they have accumulated capital or are just getting started."

 

Designations and Degrees: 

Chartered Life Underwriter, 2006

Chartered Financial Consultant, 1999

The American College

 

Post-Degree, Financial Administration, 1986

Degree, Accounting, 1985

Universidad Tecnologica de Mexico

 

Licensing:

Licensed to do securities business in CA, Series 7, 24, 63 & 65

CA Insurance license # 0B45979