Ivan Lancaster

Ivan Lancaster is a Wealth Planner at Parallel Advisors, LLC, based in San Francisco, California. He specializes in financial advising and has a background in advanced planning and investment strategies. Prior to his current role, he has held positions at various financial institutions, including Commonwealth Financial Network, where he served as an Advanced Planning Consultant.

Professional Background

• Current Role: Wealth Planner at Parallel Advisors, LLC
• Previous Experience: Advanced Planning Consultant at Commonwealth Financial Network
• Education: Attended Golden Gate University

Skills and Expertise

Ivan Lancaster is known for his expertise in creating personalized financial strategies that align with clients' goals. He is registered to provide investment advice and has passed the Series 65 examination, which qualifies him to act as an investment advisor.

Location

He operates out of the San Francisco Bay Area, contributing to the wealth management team at Parallel Advisors, which focuses on delivering tailored financial solutions to its clients.

For more detailed information, you can view his professional profile on LinkedIn here .123