Ian Tollefsen, CFP®
Certified Financial Planner
Ian has worked in the financial services industry since 1998 and served as an investment advisor until 2008. In 2008 he obtained his financial planning certification (CFP) and has been practicing in that capacity exclusively since that time. Over the last 12 years, he has designed, written and delivered over 500 financial plans for a variety of clients including, small business owners, corporate executives, high net worth private clients seeking to retire and many others.
As a partner in the firm, Ian's focus is the strategic design of our clients’ holistic financial plans using a disciplined wealth management process. As a certified financial planner, he acts as a fiduciary, placing clients’ interests first at all times.
He spends his private time hiking, reading mystery novels, spending time with his beloved animals and eating gourmet meals cooked by his beautiful girlfriend. He reads multiple newspapers a day, is true crime enthusiast, and spends endless hours cleaning the dishes.