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$2.3M+
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Sarah Chen
Tech Executive

"Ivan's guidance helped me grow my portfolio from $200K to $1.8M in just 3 years. His insights are invaluable."

★★★★★
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Michael Rodriguez
Real Estate Developer

"The personalized strategies Ivan shared completely changed my investment approach. Now I'm financially free."

★★★★★
Client testimonial
Amanda Foster
Business Owner

"Ivan's text alerts saved me $50K during the market volatility. His timing is incredible."

★★★★★
Meet Your Financial Strategist

Ivan Henriquez, CFP®

With over 15 years of experience in wealth management, Ivan has dedicated his career to helping high-achievers build sustainable, 7-figure portfolios.

As a Certified Financial Planner® and former Goldman Sachs analyst, Ivan combines Wall Street expertise with personalized strategies that actually work for busy professionals.

His exclusive insights have helped thousands navigate market volatility, tax optimization, and wealth preservation strategies typically reserved for ultra-high-net-worth individuals.

CFP® Certified
Ex-Goldman Sachs
Series 7 & 66
CFA Charterholder
Ivan Henriquez - Financial Advisor
15+
Years

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